Filing Dates

Important Dates & Deadlines

REPORTING PERIOD LEGAL NOTIFICATION PERIOD REPORT &
REMITTANCE DUE

ALL other Holders
07/01/2012 - 06/30/2013

07/01/2013 - 09/01/2013

11/01/2013

Life Insurers
01/01/2013 - 12/31/2013


01/01/2014 - 03/01/2014


05/01/2014

Issuers of Gift Obligations
and Stored Value Cards

01/01/2013 - 12/31/2013



05/01/2014