Allocation of Future Contributions Sample Clauses

Allocation of Future Contributions. You may change the allocation of future contributions with the fund sponsor at any time by contacting the fund sponsor, TIAA-CREF, directly.
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Allocation of Future Contributions. At the time of enrollment, you must select how you want your contributions allocated, which will serve as the standing investment allocation for future contributions (“Standing Allocation”). We will invest all additional contributions according to the Standing Allocation, unless you provide us with different instructions, and investments in different Investment Options are permissible. You may view or change your Standing Allocation at any time at our website, xxx.xxxxxxxxxxxxx.xxx, by submitting the appropriate form by mail, or by calling 0-000-000-0000. Your contribution purchases interests or “units”4 of these Investment Options that are municipal fund securities. All the Investment Options invest in Class F shares of Hartford mutual funds, other than the XXXX Advisor Stable Value Portfolio, iShares Xxxxxxx 1000 Large-Cap Index Fund and iShares Xxxxxxx Mid-Cap Index Fund. The iShares Xxxxxxx 1000 Large-Cap Index Fund and iShares Xxxxxxx Mid-Cap Index Fund are mutual funds not affiliated with Hartford. The XXXX Advisor Stable Value Portfolio is a separately managed investment portfolio offered exclusively through the XXXX Advisor Plan. The performance of each Investment Option depends on the performance of the underlying investments. Collectively, the underlying mutual funds, the XXXX Advisor Stable Value Portfolio and their respective underlying investments are called the “Underlying Funds.” The value of each Investment Option will vary from day to day due to fluctuations in the value of the Underlying Funds. Because of this, your Account may be worth more or less than the amount of your contributions. Hartford Funds Distributors, LLC (“HFD”) an indirect subsidiary of The Hartford and a registered broker- dealer, distributes interests or units in XXXX Advisor Plan. HFD may enter into selling agreements with other broker-dealers to distribute units of XXXX Advisor Plan. The XXXX Advisor Plan offers several different Investment Options to allow you to choose how best to meet your financial objectives and risk tolerance. You should consult your investment professional if you are uncertain which Investment Options might be right for your situation. Before you decide which of the Investment Options are the best investments for your needs, you should read “Description of The Underlying Funds” in Appendix II, which includes the objective and principal strategies of the Underlying Funds, and, as stated above, you may call a XXXX Advisor Plan customer service re...
Sample 1

Related to Allocation of Future Contributions

  • Distribution of Financial Contribution The financial contribution of the Funding Authority to the Project shall be distributed by the Coordinator according to: - the Consortium Plan - the approval of reports by the Funding Authority, and - the provisions of payment in Section 7.3. A Party shall be funded only for its tasks carried out in accordance with the Consortium Plan.

  • Allocation of Profits and Losses Distributions Profits/Losses. For financial accounting and tax purposes, the Company's net profits or net losses shall be determined on an annual basis and shall be allocated to the Members in proportion to each Member's relative capital interest in the Company as set forth in Schedule 2 as amended from time to time in accordance with U.S. Department of the Treasury Regulation 1.704-1.

  • Return of Contributions The General Partner shall not be personally liable for, and shall have no obligation to contribute or loan any monies or property to the Partnership to enable it to effectuate, the return of the Capital Contributions of the Limited Partners or Unitholders, or any portion thereof, it being expressly understood that any such return shall be made solely from Partnership assets.

  • Excess Contributions An excess contribution is any amount that is contributed to your IRA that exceeds the amount that you are eligible to contribute. If the excess is not corrected timely, an additional penalty tax of six percent will be imposed upon the excess amount. The procedure for correcting an excess is determined by the timeliness of the correction as identified below.

  • How Are Contributions to a Xxxx XXX Reported for Federal Tax Purposes You must file Form 5329 with the IRS to report and remit any penalties or excise taxes. In addition, certain contribution and distribution information must be reported to the IRS on Form 8606 (as an attachment to your federal income tax return.)

  • Investment of Contributions At the direction of the Designated Beneficiary (or the direction of the Depositor or the Responsible Individual, whichever applies) the Custodian shall invest all contributions to the account and earnings thereon in investments acceptable to the Custodian, which may include marketable securities traded on a recognized exchange or "over the counter" (excluding any securities issued by the Custodian), covered call options, certificates of deposit, and other investments to which the Custodian consents, in such amounts as are specifically selected and specified in orders to the Custodian in such form as may be acceptable to the Custodian, without any duty to diversify and without regard to whether such property is authorized by the laws of any jurisdiction as a custodial account investment. The Custodian shall be responsible for the execution of such orders and for maintaining adequate records thereof. However, if any such orders are not received as required, or, if received, are unclear in the opinion of the Custodian, all or a portion of the contribution may be held uninvested without liability for loss of income or appreciation, and without liability for interest pending receipt of such orders or clarification, or the contribution may be returned. The Custodian may, but need not, establish programs under which cash deposits in excess of a minimum set by it will be periodically and automatically invested in interest-bearing investment funds. The Custodian shall have no duty other than to follow the written investment directions of the Designated Beneficiary (or the Depositor or Responsible Individual), and shall be under no duty to question said instructions and shall not be liable for any investment losses sustained by the Designated Beneficiary.

  • Initial Contributions The Members initially shall contribute to the Company capital as described in Schedule 2 attached to this Agreement.

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