2.1.8.1 Specify the Stop Instruction

This topic provides instruction to specify the Stop Instruction.

You can place a stop on an account in the system by performing an information change and specifying the following information in the Client Preferences field:

• The IRS Notification assigned to the account, if any, in the IRS Notification field.
• The stop code assigned to the account, if any, in the Stop Code field.
• The date of release of the account from the stop status.

For details, refer to the topics Maintain IRS Notifications on Unit Holder Account and Escheatment Tracking in this User Guide.

When you specify this information, the system marks the account with a stop status. The Stop Account box in the Client Preferences section is checked, and the stop account code is assigned by the system, using the information provided.