Contribution Frequency r Bi-Weekly (Z)-26 r Weekly (W)-52 r Monthly (M)-12 r Semi-Monthly (X)-24 r Other
Contribution Frequency. □ Monthly □ Quarterly □ Annually □One-Time Recurring Contributions □ 1st of the Month □ 15th of the Month If the Start and/or End dates are left blank withdrawals will begin upon receiving the completed form and will continue until notified to terminate. Start Date: End Date: Amount: *Minimum of $100 if monthly, $500 Quarterly/Annually, $1000 if one-time account set up deposit SIMPLE/401k Accounts only I elect to have the total amount distributed into the following contribution types: Employee Contribution: $ Employer Contribution: $ *All Contributions are applied to the current year unless we are notified via a separate Deposit Slip* 3 Signature and Acknowledgement By my signature below, I confirm that I have read and consent to the terms of this document and I further acknowledge that I have read and consent to the terms of the New Account Application, Custodial Agreement (Form 5305, 5305-A, 5305-RA, 5305-SA, 5305-SEP, 5305-C or 5305-EA, as application, “collectively referred to as “5305” or 401K Plan Agreement (“Sponsored Plan”) as applicable, Fee Schedule, Account Disclosure Statement and any other documents that govern my Custodial Account or Sponsored Plan, as such documents are currently written, or as they may be amended from time to time, (the “Documents”), which are incorporated by reference herein. (In the event of a conflict between the Documents and the 5305 and/or Sponsored Plan applicable to my Custodial Account, the 5305 or Sponsored Plan shall govern). I hereby agree to the terms and conditions set forth in this form and acknowledge having established a Self-Directed Account through execution of the Account Application. I understand the rules and conditions applicable to contribute to my account. I assume complete responsibility for 1) determining that I am eligible to contribute to my Account; 2) ensuring that all contributions I make are within the limits set forth by the relevant sections of the Internal Revenue Code; and 3) the tax consequences of any contribution (including a rollover contribution) and distributions. I have been advised to see a tax advisor due to the important tax consequences of contributing to a self-direct account. Print Name: Your Signature: Date: Corporate Headquarters: New Vision Trust Company, 000 X. 0xx Xxxxxx, Xxxxx 000X, Xxxxx Xxxxx, Xxxxx Xxxxxx 00000
Contribution Frequency. Indicate if the Contribution Rate will be per hour or per week for each Employee.
Contribution Frequency. Monthly contributions are to be made on or before the first of the month based on the formula below, (see Contribution Amount). Contributions will be submitted to the Third Party Administer within five business days of the payday for that month. For example, the December 2013 contribution payment would be submitted to the Third Party Administrator within five business days of December 25, 2013.
