Guest MFROM Posted August 9, 2001 Posted August 9, 2001 Hi! I am trying to do DFE filing for Master Trust. Any ideas where there is an information website that gives EIN #s for Investment Funds. Anyone know the EIN # for Putnam International Trust Fund and/or Wells Fargo Tilted US Tactical Asset.
Kristina Posted August 10, 2001 Posted August 10, 2001 When you say you are doing the filing for the DFE, do you mean you are filing for the Bank? If so, you want page 2 of the Sch D. If you are filing for a plan that has a master trust, the EIN you want is for the DFE and not for the investment company. Therefore, you need the EIN for the bank holding the investments. Otherwise the DOL will not be able to tie your Sch D to the DFE. Kristina
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