Age Restrictions. For 403(b) TSA contracts, the Owner must be at least age 59½, separated from service, or disabled or the contract must hold only rollover funds or unrestricted employer contributions. No age restrictions on other tax qualified or non-qualified annuity contracts.
Appears in 3 contracts
Samples: Easy Systematic Payment Program Election Agreement, Esp Program Election Agreement, Esp Program Election Agreement
Age Restrictions. For 403(b) TSA contracts, the Owner must be at least age 59½, separated from service, or disabled or the contract must hold only rollover funds or unrestricted employer contributions. No age restrictions on other tax qualified or non-qualified annuity contracts. 3.
Appears in 1 contract
Samples: Easy Systematic Payment (Esp) Program Election Agreement
Age Restrictions. For 403(b) TSA contracts, the Owner must be at least age 59½, separated from service, or disabled or the contract must hold only rollover funds or unrestricted employer contributionscontributions . No age restrictions on other tax qualified or non-non- qualified annuity contracts. 3.
Appears in 1 contract
Samples: Easy Systematic Payment (Esp) Program Election Agreement
