PARTICIPANT REPORTING. The participant will complete in [specify the language] the participant report at the latest 30 days after the end of the activity period via an on-line questionnaire providing their feedback on factual and qualitative elements of the activity period, as well as of its preparation and follow-up. If the participant did not submit the report the organisation will not emit the certificate of participation.
PARTICIPANT REPORTING. 1. Mail confirmation to Participants of all transactions initiated via Fidelity Telephone Services within three (3) calendar days of the transaction.
2. Prepare and mail via first class to each Plan Participant a quarterly detailed Participant statement reflecting all activity for the period. Statements will be mailed no later than twenty (20) calendar days after each quarter end.
3. Mail required 402(f) notification for distribution from the Plan. This notice advises Participants of the tax consequences of their Plan distributions.
PARTICIPANT REPORTING. 1) Provide confirmation to Participants of all Participant initiated transactions either online or via the mail. Online confirms are generated upon submission of a transaction and mail confirms are available by mail generally within five (5) calendar days of the transaction.
2) Provide Participant statements in accordance with the procedures set forth in the Plan Administration Manual.
PARTICIPANT REPORTING. 1. Provide confirmation to Participants of all Participant initiated transactions either online or via the mail. Online confirms are generated upon submission of a transaction and mail confirms are available by mail within three to five calendar days of the transaction.
2. Provide Participants with opportunity to generate electronic statements via NetBenefits for activity for the requested time period. Upon Participant request, Fidelity will provide paper statements to the Participant via first class mail.
3. Provide Participants with required Code Section 402(f) notification for distributions from the Plan. This notice advises Participants of the tax consequences of their Plan distributions.
4. Provide Participants with required Code Section 411(a)(11) notification for distributions from the Plan. This notice advises Participants of the normal and optional forms of payment of their Plan distributions.
PARTICIPANT REPORTING. Note: Ford Motor Company will be responsible for researching participant inquiries on a timely basis involving activities that occurred prior to Fidelity becoming the full-service provider.
1. Maintain all eligible employee identification data on the recordkeeping system and automatically send out enrollment kits to newly eligible employees (as determined by Fidelity) based upon a data feed from Ford Motor Company Payroll.
2. Maintain all plan literature fulfillment requests on the recordkeeping system. Automatically send out literature kits to the appropriate employees based upon a data feed from Ford Payroll (i.e. Termination Kits), as well as send literature kits based upon a participant's request.
3. Mail confirmation to participants of all transactions initiated via Fidelity Telephone Services within three (3) to five (5) business days of the transaction.
4. Maintain a supply of blank beneficiary designation forms for distribution to participants by means of the literature solicitation service. John Xxxcxxx xxxl be responsible for collection and storage of the completed forms. The NESC will instruct Fidelity in writing regarding beneficiary distribution requirements.
5. Prepare and distribute to each plan participant (with a balance or activity during the period) a detailed participant statement reflecting all activity of the participant on FPRS as of the last business day of March, June, September and December. Statements will be mailed four (4) times per year within approximately thirty (30) days following the end of each calendar quarter in the absence of unusual circumstances.
PARTICIPANT REPORTING. 1. Provide confirmation to Participants of all Participant initiated transactions either online or via the mail, as selected by the Participant. Online confirms are generated upon submission of a transaction and mail confirms are available by mail within three to five calendar days of the transaction.
2. Provide Participant statements in accordance with the procedures set forth in the Plan Administration Manual.
3. Timely provide Participants with required Code Section 402(f) notification for distributions from the Plan. This notice advises Participants of the tax consequences of their Plan distributions.
4. Provide Participants with required Code Section 411(a)(11) notification for distributions from the Plan. This notice advises Participants of the normal and optional forms of payment of their Plan distributions.
PARTICIPANT REPORTING. 1. Provide confirmation to Participants of all Participant initiated transactions either online or via the mail. Online confirms are generated upon submission of a transaction and mail confirms are available by mail within three to five calendar days of the transaction.
2. Provide Participant statements in accordance with the procedures set forth in the Plan Administration Manual.
3. Provide Participants with required Code Section 402(f) notification for distributions from the Plan. This notice advises Participants of the tax consequences of their Plan distributions.
4. Provide Participants with required Code Section 411(a)(11) notification for distributions from the Plan. This notice advises Participants of the normal and optional forms of payment of their Plan distributions. Provide appropriate Participants with Single Life or Joint and Survivor Annuity Notice and the Waiver of Single Life or Joint and Survivor Annuity form and all notices and forms required under Code Section 401(a)(11) and 417.
PARTICIPANT REPORTING. Jt. Board Reporting CAC Reporting Billing to CAC Billing to Jt. Board 1099 Tax Reporting Data Conversion Any other such services as provided under the Contracts CAC shall provide the following to Trust Co. on a daily basis: Unit values of all daily priced cusips, to be supplied prior to 5 p.m. PST. Daily position file including all purchases, exchanges and withdrawals. Daily trade confirmation file showing all purchases, withdrawals or exchanges that were processed by CAC. For cusips that have a fixed interest rate, a daily unit value equivalent to such interest rate. In performing said Services, Trust Co. shall exercise commercially reasonable care and diligence and shall follow professional standards in performing Services in a prompt and efficient manner. In exchange for the proper performance of these services, and other duties set forth in this Agreement, CAC shall pay to Trust Co. each year a sum equal to five basis points (0.05%) of the assets held under the Contracts. This amount shall be payable quarterly.
PARTICIPANT REPORTING. Empower will provide Participants a confirmation for transactions involving investment allocations, investment transfers, contribution rates, change of address, rollover contributions, and rebalance activity. Empower will also make available to each Participant account information on at least a quarterly basis, including beginning and ending balances, all contributions and transactions processed, interest credited or change in value, fees and withdrawals deducted, transfers processed and performance data on Investment Options held by the Plan to the extent such data is provided by the Investment Option Sponsor, personal rate of return on investments, account balance translated into an estimated monthly income amount, and balance in the SDB, as applicable. Participants’ statements shall be distributed in accordance with Section 4.8 Electronic Delivery of this Schedule. Statements will be available within fifteen (15) Business Days after receipt of final information in good order from third party sources. The first quarterly statement following the Schedule Effective Date may be available at a later date while records are being established.
PARTICIPANT REPORTING. 1. Mail confirmation to participants of all participant initiated transactions within three to five calendar days of the transaction. Records of participant initiated transactions are held on Trustee's electronic systems indefinitely.
2. Prepare and mail via first class to each Plan participant a quarterly detailed participant statement reflecting all activity for the period. Statements will be mailed not later than twenty (20) calendar days after the end of each month in the absence of unusual circumstances.
3. Mail required 402(f) notification for distribution from the Plan. This notice advises participants of the tax consequences of their Plan distributions.
