Filing Dates

Important Dates & Deadlines

REPORTING PERIOD LEGAL NOTIFICATION PERIOD REPORT &
REMITTANCE DUE

ALL other Holders
07/01/2010 - 06/30/2011

07/01/2011 - 09/01/2011

11/01/2011

Life Insurers
01/01/2011 - 12/31/2011


01/01/2012 - 03/01/2012


05/01/2012

Issuers of Gift Obligations
and Stored Value Cards
01/01/2011 - 12/31/2011



05/01/2012