Filing Dates

Important Dates & Deadlines

HOLDER TYPE REPORTING PERIOD LEGAL NOTIFICATION PERIOD REPORT &
REMITTANCE DUE
Issuers of Gift Obligations
and Stored Value Cards

01/01/2014 - 12/31/2014


05/01/2015

Life Insurers

01/01/2014 - 12/31/2014

01/01/2015 - 03/01/2015

05/01/2015

ALL other Holders

07/01/2014 - 06/30/2014

07/01/2014 - 09/01/2014

11/01/2014