Common use of Direct Rollovers Clause in Contracts

Direct Rollovers. The Plan will accept a direct rollover of an eligible rollover distribution from: (Check each that applies or none.) a. [ ] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), excluding after-tax employee contributions. b. [ ] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), including after-tax employee contributions. c. [ ] a plan described in Code Section 403(a) (an annuity plan), excluding after-tax employee contributions. d. [ ] a plan described in Code Section 403(a) (an annuity plan), including after-tax employee contributions. e. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity), excluding after-tax employee contributions. f. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity), including after-tax employee contributions. g. [ ] a plan described in Code Section 457(b) (eligible deferred compensation plan).

Appears in 5 contracts

Samples: Adoption Agreement, Adoption Agreement, Adoption Agreement

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Direct Rollovers. The Plan will accept a direct rollover of an eligible rollover distribution from: (Check each that applies or none.) a. [ ] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), excluding after-tax employee contributions. b. [ ] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), including after-tax employee contributions. c. [ ] a plan described in Code Section 403(a) (an annuity plan), excluding after-tax employee contributions. d. [ ] a plan described in Code Section 403(a) (an annuity plan), including after-tax employee contributions. e. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity), excluding after-tax employee contributions. f. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity), including after-tax employee contributions. g. [ ] a plan described in Code Section 457(b) (eligible deferred compensation plan). h. [ ] if this Plan permits Xxxx Elective Deferrals, a Xxxx elective deferral account from (select all that apply): 1. [ ] a qualified plan described in Code Section 401(a). 2. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity).

Appears in 4 contracts

Samples: Adoption Agreement, Adoption Agreement, Adoption Agreement

Direct Rollovers. The Plan will accept a direct rollover of an eligible rollover distribution from: (Check each that applies select one or none.more) a. [ ] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), excluding after-tax employee contributions. b. [ ] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), including after-tax employee contributions. c. [ ] a plan described in Code Section 403(a) (an annuity plan), excluding after-tax employee contributions. d. [ ] a plan described in Code Section 403(a) (an annuity plan), including after-tax employee contributions. e. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity), excluding after-tax employee contributions. f. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity), including after-tax employee contributions. g. [ ] a plan described in Code Section 457(b) (eligible deferred compensation plan).

Appears in 3 contracts

Samples: Adoption Agreement, Adoption Agreement, Adoption Agreement

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Direct Rollovers. The Plan will accept a direct rollover of an eligible rollover distribution from: (Check each that applies or none.) a. [ [X] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), excluding after-tax employee contributions. b. [ ] a qualified plan described in Code Section 401(a) (including a 401(k) plan, profit sharing plan, defined benefit plan, stock bonus plan and money purchase plan), including after-tax employee contributions. c. [ [X] a plan described in Code Section 403(a) (an annuity plan), excluding after-tax employee contributions. d. [ ] a plan described in Code Section 403(a) (an annuity plan), including after-tax employee contributions. e. [ [X] a plan described in Code Section 403(b) (a tax-sheltered annuity), excluding after-tax employee contributions. f. [ ] a plan described in Code Section 403(b) (a tax-sheltered annuity), including after-tax employee contributions. g. [ [X] a plan described in Code Section 457(b) (eligible deferred compensation plan).

Appears in 1 contract

Samples: Egtrra Adoption Agreement

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