Changing Investment Options for Account Balance Sample Clauses

Changing Investment Options for Account Balance. (a) The Existing Balance Allocation may be changed only to the extent allowed by Section 529 of the Code. The Code currently limits changes to the Existing Balance Allocation to two times per calendar year.
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Changing Investment Options for Account Balance. The Existing Balance Allocation may be changed only to the extent allowed by Section 529 of the Code, which currently limits the ability of the Account Owner to change the Existing Balance Allocation to once per calendar year or upon a change of Beneficiary. The Account Owner may reallocate the Existing Balance Allocation by submitting a request signed by the Account Owner, indicating the Investment Option changes or the new allocation percentages to the Board and allowing at least seven days after receipt by the Board for the allocation change to be executed.
Sample 1

Related to Changing Investment Options for Account Balance

  • Investment Options You may direct the investment of your funds within this IRA into any investment instrument offered by or through the Custodian. The Custodian will not exercise any investment discretion regarding your IRA, as this is solely your responsibility. FEES There are certain fees and charges connected with your IRA investments. These fees and charges may include the following. • Sales Commissions • Set Up Fees • Investment Management Fees • Annual Maintenance Fees • Distribution Fees • Surrender or Termination Fees To find out what fees apply, refer to the investment prospectus or contract. There may be certain fees and charges connected with the IRA itself. (Select and complete as applicable.) Annual Custodial Service Fee* $ No Charge Overnight Distribution $ 16.50 Wire Fee $ 12.50 Transfer Out Fee $ The greater of $100.00 or $25.00 per position Other (Explain) We reserve the right to change any of the above fees after notice to you, as provided in your IRA agreement. *The annual custodial fee will be borne by your Investment Advisor.

  • Full Employer Contribution - Basic Eligibility Employees covered by this Agreement who are scheduled to work at least seventy-five (75) percent of the time are eligible for the full Employer Contribution. This means:

  • Tax Deferred Annuities The Board of Directors for the District shall provide and pay for such tax deferred annuities pursuant to RCW 28A.400.250 as the union shall request and the Board of Directors shall authorize. Payment for said annuities shall be at the option of the employee and deducted from the monthly salary as authorized by the individual employee.

  • Payment Options The exercise price shall be paid by one or any combination of the following forms of payment that are applicable to this option, as indicated on the cover page hereof:

  • Retirement Options The Xxxxxxx Community College Board of Trustees may at its discretion grant one of the following retirement incentive plans to eligible faculty. The unit member must elect and may participate in only one of the three following retirement plans:

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