Qualifying Trust Sample Clauses

Qualifying Trust. A qualified trust is defined in Treasury Regulation 1.401(a)(9)-4, Q&A
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Qualifying Trust. A qualified trust is defined in Treasury Regulation 1.401(a)(9)-4, Q&A 5. If the Xxxx XXX owner named a qualified trust as his/her Xxxx XXX beneficiary, the beneficiaries of the trust are treated as the beneficiaries of the Xxxx XXX owner for purposes of determining designated beneficiaries as well as for determining any life expectancy or other distribution period available. We may require documentation of qualified trust status. A qualified trust must provide documentation of its beneficiaries to us by October 31 of the year following the year of the grantor’s death. RMD Rules for a Death that Occurred in 2019 or Earlier. The following rules apply where the person you inherited the Xxxx XXX from died in 2019 or earlier. There may be different rules if the person you inherited the Xxxx XXX from died in 2020 or later. Those rules are described later.

Related to Qualifying Trust

  • Training Trust Fund Section 1. On work covered by this Agreement, the Employer agrees to pay into the Indiana Laborers Training Trust Fund the amount in cents per hour as shown in Article

  • Qualifying Period If a regular employee is promoted or transferred to a position, then that employee shall be considered a qualifying employee in her new position for a period of ninety (90) calendar days. If a regular employee is promoted or transferred to a position either within or outside the certification and is found to be unsatisfactory, she shall be returned to her previously held position. If a regular employee is promoted to a position, either within or outside the certification, and finds the position to be unsatisfactory, she shall be returned to her previously held position.

  • Pension Trust Fund Contingent upon the Fund being jointly and equally trusteed, the Employer shall contribute to the International Union of Operating Engineers Local 870 Pension Trust Fund in accordance with the attached Appendix A and forming part of this Agreement.

  • Anti-Trust The MA Dual SNP hereby certifies to HHSC that neither the MA Dual SNP, nor the person represented by the MA Dual SNP, nor any person acting for the represented person, has been found by a judgment of a court of law to have violated the anti-trust laws codified by Chapter 15, Texas Business and Commerce Code, or the federal anti-trust laws.

  • Qualifying Events In order to be eligible for COBRA continuation, you need to have experienced a Qualifying Event. A Qualifying Event is one of the events listed below which would result in loss of coverage if not for the COBRA continuation:

  • Change of Control of the Academy Trust 102A) The Secretary of State may at any time by notice in writing, subject to clause 102C) below, terminate this Agreement forthwith (or on such other date as he may in his absolute discretion determine) in the event that there is a change:

  • NOT A SEPARATE TRUST The Fund shall be a component part of the Community Foundation. All money and property in the Fund shall be held as general assets of the Community Foundation and not segregated as trust property of a separate trust.

  • Qualified HSA Funding Distribution If you are eligible to contribute to a health savings account (HSA), you may be eligible to take a one-time tax-free HSA funding distribution from your IRA and directly deposit it to your HSA. The amount of the qualified HSA funding distribution may not exceed the maximum HSA contribution limit in effect for the type of high deductible health plan coverage (i.e., single or family coverage) that you have at the time of the deposit, and counts toward your HSA contribution limit for that year. For further detailed information, you may wish to obtain IRS Publication 969, Health Savings Accounts and Other Tax-Favored Health Plans.

  • QUALIFYING USE The Applicant’s Qualified Property described in Section 3.3 qualifies for a tax limitation agreement under Section 313.024(b)(5) of the TEXAS TAX CODE as a renewable energy electric generation facility.

  • EDUCATION AND TRAINING TRUST FUND 45.01 The Employer shall contribute four hundred ($400.00) dollars per calendar year into the United Food and Commercial Workers Union, Local No. 832, Education and Training Trust Fund.

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