Form 99 S002 PDF Details

The IRS Form 99S002 is an information return that is used to report the sale or exchange of certain types of securities. The form must be filed by the end of the month following the month in which the transaction occurred. The information reported on Form 99 S002 includes the name and address of both the buyer and seller, as well as the date and amount of the securities sold or exchanged. The purpose of this blog post is to provide a brief overview of Form 99 S002, including what type of securities are covered by the form, who needs to file it, and when it is due. We will also discuss some common violations associated with this form and offer tips for completing it properly. Stay tuned for our next blog post, where we will go over step-by-step instructions on how to complete Form 99 S002.

QuestionAnswer
Form NameForm 99 S002
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesCollegeAccessRe questFormrev grant delivery system webgrants information security and confidentiality agreement

Form Preview Example

Grant Delivery System (GDS) - WebGrants

System Administrator's Access Request Form

A signed GDS - WebGrants Information Security and Confidentiality Agreement must be received and approved by the California Student Aid Commission prior to gaining access to the GDS - WebGrants. All fields are required to obtain a

System Administrator's (SA) User Id and Password. System Administrators & Authorized Officials must renew each year.

I. Institution Section

Primary Institution Name and Address

Primary Institution USED ID Code

 

 

 

____ ____ ____ ____ ____ ____

- ____ ____

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Additional Institution Names (If the Authorized Official and

Additional Institutions USED ID Codes

 

System Administrator are different at each institution, a separate

 

 

Agreement must be completed.)

____ ____ ____ ____ ____ ____

- ____ ____

 

 

 

____ ____ ____ ____ ____ ____

- ____ ____

 

 

 

____ ____ ____ ____ ____ ____

- ____ ____

 

 

 

 

 

 

 

 

 

 

 

II.Personal Information Section (to be completed by person requesting access)

Name (Last, First, Middle Initial)

Mailing Address of SA (if other than address listed above)

Special Identifier (Check only one; limited to nine alpha-numeric characters)

Model of your first car (ie, Mustang)

Pet's name

Favorite food

Other

I certify that I have received and reviewed all security and confidentiality policies and annual training pertaining to the use of the Commission's GDS - WebGrants systems and data.

Signature

Title

Date

Email Address (see instructions on the reverse)

Phone Number (xxx) xxx-xxxx

Fax Number (xxx) xxx-xxxx

III.Access Request and Institution Certification Section(to be completed by Authorized Official - AO) (Note: The Institution's AO and SA may not be the same individual.)

Date Request Submitted

Effective Date Requested

New

Change

Renew

Delete

User ID

I certify that I have designated the above named employee as GDS - WebGrants System Administrator and that I have reviewed all security and confidentiality policies pertaining to its use.

___________________________________________

(____ ____ ____) ____ ____ ____ - ____ ____ ____ ____

Name of AO - print or type

Telephone Number

____________________________________________

(____ ____ ____) ____ ____ ____ - ____ ____ ____ ____

Title

Fax Number

____________________________________________

_______________________________________________

Signature

Email Address

Form # 99-S002 02/26/2008

How to fill out the System Administrator's Access Request Form

This form is required for the institution's System Administrator.

It is to be certified by the Authorized Official and returned to the Commission.

I. Institution Section: (All primary institution fields required)

Fill in the institution's name, address, city, state, and USED ID code (including two-digit campus code). List all active USED ID codes that will be used at your institution. (If the Authorized Official and System Administrator are different at each institution, a separate System Administrator's Request form must be completed.)

II.Personal Information Section: (All fields required)

Enter Last, First and Middle Initial of the System Administrator requesting access.

Requesting System Administrator must enter a unique 9 maximum alpha-numeric character Special Identifier, which will be used by the Help Desk to verify the identification of the person needing access. Special Identifiers may be the model of your first car, your favorite food, your pet's name or other lesser known info. When calling the Help Desk for assistance, you must provide your Special Identifier to verify your identity. Passwords and IDs will NOT be released without this confirmation.

NOTE: All System Administrator's email addresses will be added to the WebGrants list service for periodic updates relative to WebGrants system availability, Production Schedule changes and training opportunities.

The System Administrator must sign the form and certify that all security and confidentiality policies have been received and reviewed.

III.Access Request and Institution Certification Section:

Provide the date the form was completed and the requested effective date for the addition or change. Accounts will expire 1 year from the date of entry by CSAC Help Desk employees.

Check the appropriate box:

New access - Once approved and processed, the new ID will be mailed directly to the System Administrator. Secure passwords will be emailed to the System Administrator.

Renew or Change existing access. Delete access.

For request types of Change, Renew and Delete, please provide the User ID that was issued by the Commission in the space provided.

Enter the name, title, telephone number, facsimile number and e-mail address of the institution's Authorized Official verifying this request.

The institution's Authorized Official MUST sign the form.

NOTE: The institution's Authorized Official and the person requesting System Administrator access may not be the same individual.

Mail originals to:

California Student Aid Commission

School Support Services Branch

Attn: IPA Processing

P.O. Box 419027

Rancho Cordova, CA 95741-9027

Retain a copy of this completed form.

 

FOR COMMISSION USE ONLY.

Date Received:

___________________________________

Date Updated: ___________________________________

Help Desk Review: ___________________________________

Date:

___________________________________

ISO Approval:

___________________________________

Date:

___________________________________

 

 

 

 

Form # 99-S002 02/26/2008

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Filling out part 1 of Form 99 S002

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