Contribution Method. If an excess is not corrected by the tax filing deadline, including extensions, for the year during which the excess CONTRIBUTION RECHARACTERIZATIONS ROLLOVER XXXX IRAs Rollover Contribution from Another Xxxx XXX: A rollover contribution from another Xxxx XXX is any amount you receive from one Xxxx XXX and within 60 days roll some or all of it over into another Xxxx XXX. You are not required to roll over the entire amount received from the first Xxxx XXX. However, any taxable amount (generally earnings) you do not roll over will be taxed at ordinary income tax rates for Federal income tax purposes and may be subject to the 10% additional income tax. Rollovers From a Designated Xxxx Contributions Account Under Em- ployer-Sponsored Plans: Effective for Eligible Rollover Distributions after December 31, 2005, amounts attributable to the participant’s Designated Xxxx Contributions Account under an employer’s Section 401(k) plan or Section 403(b) plan are eligible to rollover to a Xxxx XXX as either a direct rollover or a 60-day rollover. After such amounts have been rolled over Effect of 5-Year Averaging: If the Xxxx XXX owner has already started the 5-year aging on any Xxxx XXX, the rollover of the Designated Xxxx Contri- butions Account under the employer’s plan has the same 5-year period start date. However, if the Xxxx XXX owner establishes a Xxxx XXX for the first time with the rollover of the Designated Xxxx Contributions Account under the employer’s plan, a new 5-year aging period starts with respect to the rollover amount, regardless of the period of participation in the employer’s plan. Effect on Ordering Rules for Subsequent Distributions from the Xxxx XXX: If the Xxxx XXX owner rolls over his or her Designated Xxxx Contribu- tions Account under an employer’s plan, the Xxxx XXX owner is responsible for keeping track of the rollover in the following manner for purposes of determining taxable distributions from the Xxxx XXX:
Contribution Method. (Check all that apply.)
Contribution Method. 2.1.1 Partners shall only make contributions in cash.
Contribution Method. Recurring Contribution (from employee checking or savings account) Direct Deposit from employee paychecks 3 Financial Advisor Information (To be completed by the financial advisor.) Firm Name Financial Advisor Name (first, middle initial, last) Branch Number Advisor ID Number/IRD Number BIN Number (if applicable) Matrix Level Mailing Address City State Zip Code Telephone Number I am an authorized officer of the company identified above (the “Employer”) and that the company wishes to offer employees the ability to contribute to the 529 college savings plan designated above (“Program”) via direct deposit or automatic funds transfer, as indicated above. The Employer shall have no authority to act as agent for or to bind in any way whatsoever the Program, the State of Colorado or CollegeInvest, as the sponsor of the Program, Xxxx Xxxxx Investor Services, LLC, any affliate of Xxxx Xxxxx Investor Services, LLC, or the Financial Advisor designated below. The Employer shall be responsible for complying with employee instructions with respect to direct deposits, if applicable, and for determining that any direct deposits are made in compliance with applicable law. Xxxx Xxxxx Investor Services, LLC shall be responsible for properly applying and investing contributions in employees’ Program accounts as such contributions are received by the Program. The Employer and Xxxx Xxxxx Investor Services, LLC (each an “Indemnifying Party”) shall hold harmless and indemnify each other, the Financial Advisor and their firm designated below, each other’s affiliates and each of such entities’ respective officers, directors, agents and employees (each an “Indemnified Party”) from and against every claim, loss, liability, damage, expense (including reasonable attorneys’ fees), demand, and suit in law or equity arising from, attributable to or caused by the breach of this Agreement by the Indemnifying Party, a misrepresentation by the Indemnifying Party in describing the Program to employees, or the negligence or willful misconduct of the Indemnifying Party in the course of its conduct related to this Agreement, except for any liability resulting from breach of this Agreement by the Indemnified Party or the negligence or willful misconduct of the Indemnified Party. Either the Employer or Xxxx Xxxxx Investor Services, LLC may terminate this Agreement upon 30 days notice to the other party. Any notice to be given under this Agreement shall be in writing and shall be deemed delivered up...
Contribution Method. The Contribution Method is that the Partners shall agree their contributions to the relevant Pooled Fund in each Financial Year.
Contribution Method. Each party shall fulfill its contribution obligation with currency or other legal non-monetary property in accordance with laws, regulations and the articles of association of the joint venture company, for the establishment and operation of the joint venture company. The specific time and amount of contribution shall be implemented according to the requirements of the joint venture company's establishment and legal procedures.
