General Withdrawal Provisions. Subject to the following provisions of this Section, you may direct us to withdraw all or a portion of your Account Value pursuant to Sections 5.2 and 5.3 to provide a cash payment to you.
(a) Amounts attributable to amounts held as of December 31, 1988 under another Code Section 403(b) annuity contract may be withdrawn to provide such benefits.
(b) Amounts attributable to Contributions made other than pursuant to a salary reduction agreement (within the meaning of Code Section 402(g)(3)(C)) may be withdrawn to provide such benefits.
(c) Amounts attributable to Contributions made pursuant to a salary reduction agreement (within the meaning of Code Section 402(g)(3)(C)) may be withdrawn to provide such benefits, provided that any distribution of such amount shall not occur until you have either attained age 59 1/2, separated from service, died, become totally disabled (as defined by the IRS), or experienced a hardship (as defined by the IRS). However, in the case of a hardship withdrawal, any gain credited to such Contributions may not be withdrawn.
(d) Withdrawal of any amount from the Contract which is transferred directly by us pursuant to your instructions to another tax-deferred annuity funding vehicle under applicable IRS rules and regulations is not the provision of a benefit for purposes of Section 5.2. Any such withdrawal is subject to application of the Withdrawal Charge pursuant to Section 5.3.
(e) If, as provided in Internal Revenue Code Regulation Section 1.403(b)-2T Q&A-2, the distributee of any eligible rollover distribution elects to have the distribution paid directly to an eligible retirement plan (as defined in Q&A-1 of that Section) and specifies the eligible retirement plan to which the distribution is to be paid, then the distribution shall be paid to that eligible retirement plan in a direct rollover.
(f) We are not responsible for determining your compliance with the requirements above. Any withdrawal request you submit must include your certification as to the purpose of the withdrawal. You assume full responsibility for determining whether any withdrawal is permitted under applicable law. We may rely solely upon your representations made in the withdrawal request.
(g) Withdrawals from your Participant Account's share of any Investment Option may not be made in an amount less than the smaller of $500 or your entire share of the Investment Option. If a withdrawal reduces your share of an Investment Option to less than $500, the remai...
General Withdrawal Provisions. Subject to the following provisions of this Section, you may direct us to withdraw funds from the contract to pay Plan benefits pursuant to section 5.2.
(a) [Amounts attributable to Code section403(b) Elective Deferral Contributions made pursuant to a Code section 402(g)(3)(C) salary reduction agreement may be distributed to a Participant pursuant to the Plan, provided that such distribution shall not occur until the Participant has either attained age 59 1/2, severed employment, died, become totally disabled (as defined by the Plan), experienced a hardship (as defined by the Plan), or a withdrawal is made to provide a Plan loan. In the case of a hardship withdrawal, any gain credited to such Contributions may not be withdrawn. These timing restrictions do not apply to such Contributions (but they do apply to earnings thereon) that were contributed before 1989, to withdrawals to correct Excess Contributions, or to distributions due to Plan termination. With regard to amounts attributable to Code section403(b) Contributions made pursuant to a Code section402(g)(3)(C) salary reduction agreement, termination of the Code section 403(b) Plan and distribution of such accumulated amounts are permitted only if the Plan Sponsor (taking into account all entities that are treated as the same employer under Code section 414(b), (c), (m), or (o) on the date of the termination) does not make contributions to any Code section 403(b) contract that is not part of the Plan during the period beginning on the date of Plan termination and ending 12 months after distribution of all assets from the terminated Plan. However, if at all times during the period beginning 12 months before the termination and ending 12 months after distribution of all assets from the terminated Plan, fewer than 2% of the employees who were eligible under the Code section 403(b) Plan as of the date of Plan termination are eligible under the alternative Code section 403(b) contract, the alternative Code section 403(b) contract is disregarded.]
(b) [If this contract is issued after 2008, any distribution of Code section 403(b) Contributions other than Elective Deferrals discussed in Subsection (a) above shall not occur until the Participant has severed employment or upon the prior occurrence of some event specified in the Plan, such as the attainment of a stated age, after a fixed number of years of service, or disability. This restriction does not apply to withdrawals to correct Excess Contributions as ...
General Withdrawal Provisions. Subject to the following provisions of this Section, and prior to notification of contract termination (but not thereafter), the Contractholder may direct us to withdraw all or a portion of your Account Value pursuant to Section 5.2 to provide a single-sum payment to the Contractholder to pay Plan benefits.
(a) Amounts attributable to amounts held as of December 31, 1988 under another Code Section 403(b) annuity contract may be withdrawn to provide such benefits.
(b) Contributions made other than pursuant to a salary reduction agreement (within the meaning of Code Section 402(g)(3)(C)) may be withdrawn to provide such benefits.
(c) Contributions made pursuant to a salary reduction agreement (within the meaning of Code Section 402(g)(3)(C)) may be withdrawn to provide such benefits, provided that the withdrawal is made to provide a loan or that any distribution of such amount shall not occur until you have either attained age 59 1/2, separated from service, died, become totally disabled (as defined by the Plan), or experienced a hardship (as defined by the Plan). However, in the case of a hardship withdrawal, any gain credited to such Contributions may not be withdrawn.
(d) Withdrawal of any amount from the Contract which is transferred directly by us pursuant to Contractholder or your instructions to another Code Section 403(b) tax-deferred annuity funding vehicle under applicable IRS rules and regulations is not the provision of a Plan benefit for purposes of Section 5.2, but instead is a Contract termination as to that amount for you, and any such withdrawal is subject to application of the Withdrawal Charge pursuant to Section 5.2(a)(3). The Contractholder hereby grants to you the right to direct the withdrawal and direct transfer of your voluntary Elective Deferrals (as determined by the Contractholder) to another Code Section 403(b) tax-deferred annuity funding vehicle.
(e) If, as provided in Internal Revenue Code Regulation Section 1.403(b)-2T Q&A-2, the distributee of any eligible rollover distribution elects to have the distribution paid directly to an eligible retirement plan (as defined in Q&A-1 of that Section) and specifies the eligible retirement plan to which the distribution is to be paid, then the distribution shall be paid to that eligible retirement plan in a direct rollover.
(f) We are not responsible for determining your compliance with the requirements above. Any withdrawal request submitted by the Contractholder must include certifica...
General Withdrawal Provisions. Subject to the following provisions of this Section, at any time prior to termination of the contract pursuant to Article 8, the Contractholder may direct AUL to withdraw all or a portion of a Participant Account pursuant to Sections 4.2 and 4.3 to provide Plan benefits (other than Plan termination benefits). Such Contractholder direction must be submitted to AUL at its Home Office in a form acceptable to AUL.
(a) Amounts attributable to amounts held as of December 31, 1988 under another Code Section 403(b) annuity contract may be withdrawn to provide such benefits.
(b) Amounts attributable to Contributions made other than pursuant to a salary reduction agreement (within the meaning of Code Section 402(g)(3)(C)) may be withdrawn to provide such benefits.
(c) Amounts attributable to Contributions made pursuant to a salary reduction agreement (within the meaning of Code Section 402(g)(3)(C)) may be withdrawn to provide such benefits, provided that the withdrawal is made to provide a loan or that any distribution of such amount shall not occur until the Participant has either attained age 59 1/2, separated from service, died, become totally disabled (as defined by the Plan), or p-12621(BR).II.5
(d) Withdrawal of any amount from this contract which is transferred directly by AUL pursuant to Contractholder or Participant instructions to another tax-deferred annuity funding vehicle under applicable IRS rules and regulations is not the provision of a Plan benefit for purposes of Section 4.2, but instead is a Contract termination as to that amount for that Participant; and any such withdrawal shall be subject to application of the Withdrawal Charge pursuant to Section 4.3. The Contractholder hereby grants to a Participant the right to direct the withdrawal and direct transfer of such Participant's voluntary Elective Deferrals (as determined by the Contractholder) to another tax-deferred annuity funding vehicle.
(e) If, as provided in Internal Revenue Code Regulation Section 1.403(b)-2T Q&A-2, the distributee of any eligible rollover distribution elects to have the distribution paid directly to an eligible retirement plan (as defined in Q&A-1 of that Section) and specifies the eligible retirement plan to which the distribution is to be paid, then the distribution shall be paid to that eligible retirement plan in a direct rollover.
(f) AUL shall not be responsible for determining a Participant's compliance with the requirements above. Any withdrawal request submitte...
General Withdrawal Provisions. Subject to the following provisions of this section, at any time prior to termination of the contract pursuant to the provisions of the "Contract Termination" section discussed below, the Contractholder may direct AUL to withdraw all or a portion of a Participant Account, pursuant to the "'Benefit Responsive' Plan Benefits and Annuities" and "Other Plan Benefits Payable in Cash" sections discussed below, to provide Plan benefits (other than Plan termination benefits). Such Contractholder direction must be submitted to AUL at its Home Office in a form acceptable to AUL.
General Withdrawal Provisions. As allowed by the Plan and subject to Section 3 and provisions of the Code (see 4.02), the Contract Holder or a Participant, as applicable, may withdraw any portion or all of the Individual Account value during the Accumulation Phase. For 403(b), 401 and governmental 457plans, a Participant or the surviving spousal beneficiary of a deceased Participant (or a Participant's spouse or former spouse who is an alternate payee under a domestic relations order, as defined in Section 414(p) of the Code) who is entitled to an eligible rollover distribution may elect to have any portion of an eligible rollover distribution (as defined in Section 402(c)(4) of the Code) from the Plan paid directly to an eligible retirement plan (as defined in Section 402(c)(8)(B) of the Code) or paid directly to a Xxxx individual retirement annuity or a Xxxx individual retirement account as a qualified rollover contribution (as defined in Section 408A(e) of the Code), as specified by the Participant, beneficiary or spouse in a direct rollover. A beneficiary who at the time of the Participant's death was neither the spouse of the Participant nor the spouse or former spouse of the Participant who is an alternate payee under a qualified domestic relations order may elect to have any portion of an eligible rollover distribution directly rolled over only to an individual retirement account or individual retirement annuity (IRA) that has been established on behalf of the beneficiary as an inherited IRA (within the meaning of Section 408(d)(3)(C) of the Code), to the extent permitted under the Plan. The Contract Holder or a Participant, as applicable, may request a Withdrawal by properly completing a Withdrawal request form and forwarding it to our Home Office, or by otherwise complying with our administrative procedures.
General Withdrawal Provisions. (a) Upon a Partner becoming a Withdrawn Partner pursuant to this Agreement, unless otherwise provided in this Agreement and without jeopardizing the Partnership's or any Partner's rights under Sections 12.1(d) or 12.1(e), each remaining Partner shall have seven (7) days after being provided a Withdrawal Notice by the Partnership (the "Election Period") to provide the Partnership with a written notice of its commitment and guarantee (a "Replacement Guarantee") that it will succeed to, perform and fulfill a pro rata portion of the Withdrawn Partner's obligations under this Agreement, including but not limited to any obligation to advance Development Funds, provide Equity Guarantees, contribute Construction Equity Contributions, provide Project Guarantees, and contribute Additional Capital (collectively, the "Withdrawn Partner Obligations") and succeed to a pro rata share of such Withdrawn Partner's Partnership Interest (the "Withdrawal Interest"). The term "pro rata" as used in this Section 12.4 is in the proportion which the remaining Partner's Partnership Percentage represents of the remaining Partners' Partnership Percentages in effect at the time, or some other basis as otherwise agreed to by all of such remaining Partners which elect to provide a Replacement Guarantee.
General Withdrawal Provisions. Subject to the following provisions of this Section, at any time prior to termination of the contract pursuant to Article 8, the Contractholder may direct AUL to withdraw all or a portion of a Participant Account pursuant to Sections 4.2 and 4.3 to provide Plan benefits (other than Plan termination benefits). Such Contractholder direction must be submitted to AUL at its Home Office in a form acceptable to AUL.
(a) Amounts attributable to amounts held as of December 31, 1988 under another Code Section 403(b) annuity contract may be withdrawn to provide such benefits.
(b) Amounts attributable to Contributions made other than pursuant to a salary reduction agreement (within the meaning of Code Section 402(g)(3)(C)) may be withdrawn to provide such benefits.
(c) Amounts attributable to Contributions made pursuant to a salary reduction agreement (within the meaning of Code Section 402(g)(3)(C)) may be withdrawn to provide such benefits, provided that the withdrawal is made to provide a loan or that any distribution of such amount shall not occur until the Participant has either attained age 59 1/2, separated from service, died, become totally disabled (as defined by the Plan), or
