IRA CONTRIBUTION INFORMATION Sample Clauses

IRA CONTRIBUTION INFORMATION. Select the type of IRA to be established and the contribution type. First Trust Retirement does not currently offer SIMPLE IRA accounts. Traditional IRA OR Xxxx XXX  Regular/Annual Contribution Year  Transfer (also complete transfer/rollover form)  Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Recharacterization  SEP IRAEmployer Contribution _ Year  Employee Contribution Year  Regular/Annual Contribution Year Transfer (from Xxxx XXX) (also complete transfer/rollover form)  Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Conversion Recharacterization OR Inherited IRA  Traditional IRA  Xxxx XXX  SEP IRA  Transfer (from an existing Beneficiary Traditional/Xxxx XXX) (also complete Transfer/Rollover Form) Information required to be completed if Inherited IRA is selected: Name of prior participant/account owner: Date of death of prior participant/account owner: Date of birth of prior participant/account owner: I am transferring inherited/beneficiary assets from another IRA in accordance with applicable tax law requirements, and I am the (check one box): If you are transferring assets from an IRA and do not make a selection the default is a transfer to a Beneficiary Traditional IRA or Beneficiary Xxxx XXX.  Surviving spouse. If a surviving spouse, register my IRA:  As a Beneficiary XXX  In my name (not a Beneficiary XXX)  A non-spousal beneficiary (for non-spousal beneficiary, account will be registered as a Beneficiary IRA).  I am the oldest beneficiary of this IRA.  I am not the oldest beneficiary of this IRA. Date of Birth of Oldest Beneficiary NOTE: There are tax implications to the choices above. Please consult a tax advisor or refer to the IRA Prototype Plan Agreement/Disclosure Statement for additional information.
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IRA CONTRIBUTION INFORMATION. For more information and a list of qualifying events please visit the IRS’s web site xxx.xxx.xxx using the search term “Revenue Procedure 2020-46”.
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IRA CONTRIBUTION INFORMATION. Select the type of IRA to be established and the contribution type. First Trust Retirement does not currently offer SIMPLE IRA accounts. Traditional IRA OR Xxxx XXX  Regular/Annual Contribution Year  Transfer (also complete transfer/rollover form)  Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Recharacterization  SEP IRAEmployer ContributionEmployee Contribution Year  Regular/Annual Contribution Year  Transfer (from Xxxx XXX) (also complete transfer/rollover form)  Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Conversion  Recharacterization
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IRA CONTRIBUTION INFORMATION. Select the IRA contribution type. Traditional IRA OR Xxxx XXX Regular/Annual Contribution Year Transfer (also complete transfer/rollover form) Transfer funds from existing Undirected Cash Account Rollover (from eligible retirement plan) (also complete transfer/rollover form) Rollover initiated by investor (Transfer/Rollover Form not required) Recharacterization* SEP IRA Employer Contribution Year Employee Contribution Year *An IRA Application is required if the plan type does not already exist within the product sponsor. Regular/Annual Contribution Year Transfer (from Xxxx XXX) (also complete transfer/rollover form) Transfer funds from existing Undirected Cash Account Rollover (from eligible retirement plan) (also complete transfer/rollover form) Rollover initiated by investor (Transfer/Rollover Form not required) Conversion* Recharacterization*
Sample 1
IRA CONTRIBUTION INFORMATION. Select the type of IRA to be established and the contribution type Traditional IRA or Xxxx XXX   Regular/Annual Contribution Year  Transfer (also complete transfer/rollover form) Rollover (including a direct rollover from an employer’s plan) (also complete transfer/rollover form)    SEP IRA Recharacterization Inherited IRA Regular/Annual Contribution Year    Transfer (from Xxxx XXX) (also complete transfer/rollover form)  Rollover (from Xxxx XXX) (also complete transfer/rollover form)    Rollover (from eligible retirement plan) (also complete transfer/rollover form) Conversion Recharacterization Decedent Name _ _ Date of Death _ ________ Inherited XXXX XXX Decedent Name _ _ Date of Death _ _________ First Trust Retirement does not currently offer SIMPLE IRA accounts.
Sample 1
IRA CONTRIBUTION INFORMATION. For more information and a list of qualifying events, please visit the IRS website xxx.xxx.xxx use the search term “Revenue Procedure 2020-46”. The rules regarding tax-free rollovers are complex and subject to frequent change; you should consult a professional tax advisor if you are considering a rollover.
Sample 1
IRA CONTRIBUTION INFORMATION. Select the type of IRA to be established and the contribution type. First Trust Retirement does not currently offer SIMPLE IRA accounts. Traditional IRA OR Xxxx XXX  Regular/Annual Contribution Year  Transfer (also complete transfer/rollover form)  Rollover (from eligible retirement plan) (also complete transfer/rollover form)  Recharacterization  SEP IRAEmployer ContributionEmployee Contribution Year  Re  Tra  Roltra  Con  Rec gular/Annual Contribution Year nsfer (from Xxxx XXX) (also complete transfer/rollover form) lover (from eligible retirement plan) (also complete nsfer/rollover form) version haracterization
Sample 1
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Related to IRA CONTRIBUTION INFORMATION

  • Distribution of Union Information At non-secure facilities, the Union shall be permitted to place and distribute materials at mutually agreed to locations frequented by employees, before and after work, and during breaks and meals periods. At secure facilities, the Union shall be permitted to place informational materials for employees at the work site. The placement will be limited to roll call areas, and in or near officers' dining room. The information shall be placed at a table provided by the Employer and may have a sign of identification. This placement must be done by an employee or a Union staff representative designated by the Union during the employee's non-working hours. Distribution of materials will be done in a non-secure area during non-work hours.

  • Union Information On a quarterly basis, the Employer shall provide the Union with the name, address, telephone number, hire date, classification, employment status, and pay rate of bargaining unit members.

  • Application Information Employees’ spouses, registered same-sex domestic partners and eligible dependents who choose to participate in the Student Fee Authorization Program must follow the University’s application and enrollment procedures.

  • Political Contribution Disclosure The Contractor shall comply with the Maryland Code Annotated, Election Law Article, §§14-101—14-108, which requires that every person that enters into contracts, leases or other agreements with the State, a county, or an incorporated municipality, or their agencies, during a calendar year in which the person receives in the aggregate $100,000 or more, shall file with the State Board of Elections a statement disclosing contributions in excess of $500 made during the reporting period to a candidate for elective office in any primary or general election. The statement shall be filed with the State Board of Elections: (1) before a purchase or execution of a lease or contract by the State, a county, an incorporated municipality, or their agencies, and shall cover the preceding two calendar years; and (2) if the contribution is made after the execution of a lease or contract, then twice a year, throughout the contract term, on: (a) February 5, to cover the 6-month period ending January 31; and (b) August 5, to cover the 6-month period ending July 31.

  • Payroll Information Payroll checks shall include all required information, a clear designation as to the amount and category, e.g., regular, overtime or holiday pay, of compensation for which payment is being made.

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  • Transaction Information The Adviser shall furnish to the Trust such information concerning portfolio transactions as may be necessary to enable the Trust or its designated agent to perform such compliance testing on the Funds and the Adviser’s services as the Trust may, in its sole discretion, determine to be appropriate. The provision of such information by the Adviser to the Trust or its designated agent in no way relieves the Adviser of its own responsibilities under this Agreement.

  • Tax Information The Plan is a plan to which Subdivision 83A-C of the Income Tax Assessment Act 1997 (Cth) (the “Act”) applies (subject to the conditions in that Act).

  • Program Information The Heritage Greece Program is generally described in the literature provided to the Student and available online at: xxxx://xxx.xxx.xxx. It is understood and agreed that the information contained therein is descriptive only and may be changed in the discretion of ACG which reserves the right to make Program changes at any time and for any reason, with or without notice. ACG and/or the Sponsor shall not be liable to the Student because of any such change. ACG reserves all rights, in its sole discre tion, to cancel the Program or any aspect thereof prior to or after departure, and in the case of cancellation after departure, to require the Student to return to the United States, if ACG determines or believes it is in the best interests of the Student.

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