Original IRA Owner Sample Clauses

Original IRA Owner. Died After April 1 of the Year Following the Owner becoming 70 ½ Applicable to Traditional IRA only    NON-SPOUSE SPOUSE NON-INDIVIDUAL  Life Expectancy Payments Life Expectancy Payments Treat as My Own Life Expectancy Payments Step 4: BENEFICIARY ELECTION – DEATH ON OR AFTER 1/1/2020 Original IRA Owner Died Before or After April 1 (RBD) of the Year following the Owner becoming 72, does not apply for spouse, eligible/non-eligible options. Defaults to Life Expectancy Payments if no option is selected on multiple elections. Applicable to Traditional & Xxxx XXX    OPTIONS FOR ALL ELIGIBLE OPTIONS FOR SPOUSE ONLY NON-ELIGIBLE DESIGNATED BENEFICIARY    Payments Over 10 Years Life Expectancy Payments Payments Over 10 Years Life Expectancy Payments Close account by the end of 10th year Eligible designated beneficiary includes spouse, minor child of the IRA owner, disabled individual, chronically ill individual, or an individual who is not more than 10 years younger than the IRA owner. Treat as My Own NON-INDIVIDUAL DESIGNATED BENEFICIARY   Traditional IRA before RBD & Xxxx Payments over 5 Years Traditional IRA after RBD: Life Expectancy Payments Step 5: SIGNATURE REQUIRED By signing below, I certify that the information I have provided is true and correct, and I authorize the Custodian to distribute my IRA as instructed above. IRA Owner Signature Date * If signing as Power of Attorney, valid POA documents must be included. BENEFICIARY CHANGE FORM Benefit Street Partners Please Print or Type Forward To: First Trust Retirement, c/o SS&C Regular Mail Overnight Delivery PO Box 219943 Mail Stop: Benefit Street Partners Kansas City, MO 64121-9943 000 Xxxx 0xx Xxxxxx 855-387-0000 Xxxxxx Xxxx, XX 00000-0000
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Original IRA Owner. Died After April 1 of the Year Following the Owner becoming 70 ½ Applicable to Traditional IRA only    NON-SPOUSE SPOUSE NON-INDIVIDUAL  Life Expectancy Payments Life Expectancy Payments Treat as My Own Life Expectancy Payments Step 4: BENEFICIARY ELECTION – DEATH ON OR AFTER 1/1/2020 Original IRA Owner Died Before or After April 1 (RBD) of the Year following the Owner becoming 72, does not apply for spouse, eligible/non-eligible options. Defaults to Life Expectancy Payments if no option is selected on multiple elections. Applicable to Traditional & Xxxx XXX    OPTIONS FOR ALL ELIGIBLE OPTIONS FOR SPOUSE ONLY NON-ELIGIBLE DESIGNATED BENEFICIARY   Payments Over 10 Years Life Expectancy Payments Eligible designated beneficiary includes spouse, minor child of the IRA owner, disabled individual, chronically ill individual, or an individual who is not more than 10 years younger than the IRA owner. Payments Over 10 Years Life Expectancy Payments Treat as My Own Close account by the end of 10th year  
Sample 1Sample 2
Original IRA Owner. Died After April 1 of the Year Following the Owner becoming 70 ½ Applicable to Traditional IRA only  NON-SPOUSE SPOUSE NON-INDIVIDUAL   
Sample 1

Related to Original IRA Owner

  • Original DPA Paragraph 4 on page 2 of the DPA setting a three-year term for the DPA shall be deleted, and the following shall be inserted in lieu thereof: “This DPA shall be effective upon the date of signature by Provider and LEA, and shall remain in effect as between Provider and LEA 1) for so long as the Services are being provided to the LEA or 2) until the DPA is terminated pursuant to Section 15 of this Exhibit G, whichever comes first. The Exhibit E General Offer will expire three (3) years from the date the original DPA was signed.”

  • APARTMENT OWNERSHIP ACT The Promoter has assured the Allottees that the project in its entirety is in accordance with the provisions of the West Bengal Apartment Ownership Act, 1972. The Promoter showing compliance of various laws/regulations as applicable in the State of West Bengal.

  • PARTICIPATING ENTITY USE AND PURCHASING A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract. Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.

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