Beneficiary Income Sample Clauses

Beneficiary Income. Does the Beneficiary receive Supplemental Security Income (SSI)? Yes No Does the Beneficiary receive Social Security Disability Income (SSDI)? Yes No Does the Beneficiary receive Social Security Retirement Income (SSA)? Yes No Does the Beneficiary receive any other income? Yes No If yes, please provide detail Does the Beneficiary receive Medicaid? Yes No Pending If yes, list Medicaid card number If the Beneficiary receives other benefits or entitlements, such as Food Stamps, HUD Sec. 8, etc. List these benefits and monthly amounts
Sample 1
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Beneficiary Income. Does the Beneficiary receive Supplemental Security Income (SSI)? Yes No Does the Beneficiary receive Social Security Disability Income (SSDI)? Yes No Does the Beneficiary receive Social Security Retirement Income (SSA)? Yes No Does the Beneficiary receive any other income? Yes No If yes, please provide detail: Does the Beneficiary receive Medicaid? Yes No Pending If yes, list Medicaid card number: If the Beneficiary receives other benefits or entitlements, such as Food Stamps, HUD Sec. 8, etc. list these benefits and monthly amounts:
Sample 1
Beneficiary Income. If you receive any form of Social Security benefit, if possible please submit a copy of your “proof of income” letter. Does the Beneficiary receive Supplemental Security Income (SSI)? Yes No If yes, how much? Amount $ Does the Beneficiary receive Social Security Disability Income (SSDI)? Yes No If yes, how much? Amount $ Does the Beneficiary receive Social Security Retirement Income (SSA)? Yes No If yes, how much? Amount $ Does the Beneficiary receive Survivor Benefits? Yes No If yes, how much? Amount $ Does the Beneficiary receive other income? Yes No (If yes, please provide detail) Does the Beneficiary receive Medicaid? Yes No Pending If yes, list Medicaid card number If the Beneficiary receives other benefits or entitlements, such as Food Stamps, HUD Sec. 8, etc. list these benefits and monthly amounts:
Sample 1

Related to Beneficiary Income

  • Beneficiary Rollovers from Employer-Sponsored Retirement Plans If you are a spouse Beneficiary, nonspouse Beneficiary, or the trustee of an eligible type of trust named as Beneficiary of a deceased employer plan participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, or 457(b) governmental deferred compensation plan to an inherited IRA. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

  • Beneficiary The Participant may file with the Committee a written designation of a beneficiary on such form as may be prescribed by the Committee and may, from time to time, amend or revoke such designation.

  • Beneficiary Rights If the Traditional IRA Owner dies before his or her entire interest is distributed to him or her, the entire remaining interest will be distributed as follows.

  • Multiple Individual Retirement Accounts In the event the depositor maintains more than one Individual Retirement Account (as defined in Section 408(a)) and elects to satisfy his or her minimum distribution requirements described in Article IV above by making a distribution from another individual retirement account in accordance with Item 6 thereof, the depositor shall be deemed to have elected to calculate the amount of his or her minimum distribution under this custodial account in the same manner as under the Individual Retirement Account from which the distribution is made.

  • SIMPLE Individual Retirement Custodial Account (Under section 408(p) of the Internal Revenue Code) The participant named above is establishing a savings incentive match plan for employees of small employers individual retirement account (SIMPLE IRA) under sections 408(a) and 408(p) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named above has given the participant the disclosure statement required by Regulations section 1.408-6. The participant and the custodian make the following agreement:

  • Beneficiary Designations The Executive shall designate a beneficiary by filing a written designation with the Company. The Executive may revoke or modify the designation at any time by filing a new designation. However, designations will only be effective if signed by the Executive and accepted by the Company during the Executive's lifetime. The Executive's beneficiary designation shall be deemed automatically revoked if the beneficiary predeceases the Executive, or if the Executive names a spouse as beneficiary and the marriage is subsequently dissolved. If the Executive dies without a valid beneficiary designation, all payments shall be made to the Executive's estate.

  • Traditional Individual Retirement Custodial Account The following constitutes an agreement establishing an Individual Retirement Account (under Section 408(a) of the Internal Revenue Code) between the depositor and the Custodian.

  • Individual Account An individual account is an account owned by you alone, which you as the account owner use during your lifetime.

  • Designated Beneficiary The individual who is designated as the Beneficiary under the Plan and is the designated beneficiary under Section 401(a)(9) of the Internal Revenue Code and Section 1.401(a)(9)-1, Q&A-4, of the Treasury regulations.

  • Xxxx Individual Retirement Custodial Account The following constitutes an agreement establishing a Xxxx XXX (under Section 408A of the Internal Revenue Code) between the depositor and the Custodian.

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