Common use of Five-Year Holding Period Clause in Contracts

Five-Year Holding Period. The five-year holding period begins with the earlier of the first year for which you made any regular Xxxx XXX contribution, the first year in which you made a conversion from a traditional IRA to any Xxxx XXX, the first year of a rollover or direct rollover of designated Xxxx account assets to any Xxxx XXX, the first year of a rollover or direct rollover of ERP assets to any Xxxx XXX, the first year of a qualified distribution repayment to any Xxxx XXX, or the first year of any other contribution treated as a qualified rollover contribution.

Appears in 10 contracts

Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement

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Five-Year Holding Period. The five-year holding period begins with the earlier of the first year for which you made any regular Xxxx XXX contribution, the first year in which you made a conversion from a traditional IRA XXX to any Xxxx XXX, the first year of a rollover or direct rollover of designated Xxxx account assets to any Xxxx XXX, or the first year of a rollover or direct rollover of ERP assets to any Xxxx XXX, the first year of a qualified distribution repayment to any Xxxx XXX, or the first year of any other contribution treated as a qualified rollover contribution.

Appears in 3 contracts

Samples: Customer Agreement, Customer Agreement, Customer Agreement

Five-Year Holding Period. The five-year holding period begins with the earlier of of: 1) the first year for which you the depositor made any regular Xxxx XXX contribution, 2) the first year in which you the depositor made a conversion from a traditional IRA to any Xxxx XXX, 3) the first year of the depositor made a rollover or direct rollover of designated Xxxx account assets to any Xxxx XXX, 4) the first year of the depositor made a rollover or direct rollover of ERP assets to any Xxxx XXX, or 5) possibly the first year a beneficiary of a qualified distribution repayment to any Xxxx XXX, deceased plan participant makes a rollover or the first year of any other contribution treated as a qualified direct rollover contributionfrom an ERP.

Appears in 2 contracts

Samples: Roth Beneficiary Ira Amendment, Roth Beneficiary Ira Amendment

Five-Year Holding Period. The five-year holding period begins with the earlier of the first year for which you made any regular Xxxx XXX contribution, the first year in which you made a conversion from a traditional IRA XXX to any Xxxx XXX, the first year of a rollover or direct rollover of designated Xxxx account assets to any Xxxx XXX, the first year of a rollover or direct rollover of ERP assets to any Xxxx XXX, the first year of a qualified distribution repayment to any Xxxx XXX, or the first year of any other contribution treated as a qualified rollover contribution.

Appears in 1 contract

Samples: Customer Agreement

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Five-Year Holding Period. The five-year holding period begins with the earlier of the first year for which you made any regular Xxxx XXX contribution, the first year in which you made a conversion from a traditional IRA to any Xxxx XXX, the first year of a rollover or direct rollover of designated Xxxx account assets to any Xxxx XXX, or the first year of a rollover or direct rollover of ERP assets to any Xxxx XXX, the first year of a qualified distribution repayment to any Xxxx XXX, or the first year of any other contribution treated as a qualified rollover contribution.

Appears in 1 contract

Samples: Customer Agreement

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