Electronic Tax Presentation. eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. ◾ Document Loading, Storage, and Access - $[ ] per statement ◾ Document Consent Processing, Suppression, and Notification - $[ ] per suppressed statement ◾ Development & Implementation of Electronic Tax Statements - $[ ] initial setup fee
Appears in 2 contracts
Samples: Transfer Agent Servicing Agreement (Brown Advisory Funds), Transfer Agent Servicing Agreement (Brown Advisory Funds)
Electronic Tax Presentation. eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. ◾ ▪ Document Loading, Storage, and Access - – $[ ] per statement ◾ ▪ Document Consent Processing, Suppression, and Notification - – $[ ] per suppressed statement ◾ ▪ Development & Implementation of Electronic Tax Statements - – $[ ] initial setup fee
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Series Portfolios Trust)
Electronic Tax Presentation. eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. ◾ ■ $ [ ]per statement, Document Loading, Storage, and Access - $■ $ [ ] ]per statement ◾ suppressed statement, Document Consent Processing, Suppression, and Notification - $■ $ [ ] per suppressed statement ◾ ]initial setup fee, Development & Implementation of Electronic Tax Statements - $[ ] initial setup feeStatements
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Manager Directed Portfolios)
Electronic Tax Presentation. eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. ◾ Document Loading, Storage, and Access - $[ ] per statement ◾ Document Consent Processing, Suppression, and Notification - $[ ] per suppressed statement ◾ Development & Implementation of Electronic Tax Statements - $[ ] initial setup fee■
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Jacob Funds Inc.)
Electronic Tax Presentation. eTax will load TA2000 tax forms and send notification to the consented shareowners of a new document to view. ◾ § Document Loading, Storage, and Access - $[ ] per statement ◾ /statement § Document Consent Processing, Suppression, and Notification - $[ ] per suppressed /suppressed statement ◾ § Development & Implementation of Electronic Tax Statements - $[ ] ($[ ] is the std initial setup fee)
Appears in 1 contract
Samples: Transfer Agent Servicing Agreement (Brown Advisory Funds)
