Common use of Beneficiary Rollovers from Employer-Sponsored Retirement Plans Clause in Contracts

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

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynonspouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer-sponsored retirement 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) eligible governmental deferred compensation plan to an inherited IRA. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynonspouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer-sponsored retirement 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) eligible governmental deferred compensation plan to an inherited IRAXXX. The IRA XXX must be maintained as an inherited IRAXXX, subject to the beneficiary distribution requirements.

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynon-spouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer- sponsored retirement 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) eligible governmental deferred compensation plan to an inherited IRAXXX. The IRA XXX must be maintained as an inherited IRAXXX, subject to the beneficiary distribution requirements.

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

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynonspouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer- sponsored retirement 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) eligible governmental deferred compensation plan to an inherited IRA. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynon-spouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer- sponsored retirement 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) eligible governmental deferred compensation plan to an inherited IRA. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynonspouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer- sponsored retirement 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) eligible governmental deferred compensation plan to an inherited IRA. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution distribu- tion requirements.

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

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 IRAXXX. The IRA XXX must be maintained as an inherited IRAXXX, subject to the beneficiary distribution requirements.

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

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynonspouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer- sponsored retirement 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) eligible governmental deferred compensation plan to an inherited SEP IRA. The SEP IRA must be maintained as an inherited SEP IRA, subject to the beneficiary distribution requirements.