Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-9. If you fail to request your required minimum distribution by your required beginning date, we can, at our complete and sole discretion, do any one of the following. • Make no distribution until you give us a proper withdrawal request • Distribute your entire IRA to you in a single sum payment • Determine your required minimum distribution from your IRA each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9, and pay those distributions to you until you direct otherwise We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 25 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Trust Account Agreement, Ira Plan Agreement
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-9. If you fail to request your required minimum distribution by your required beginning date, we can, at our complete and sole discretion, do any one of the following. • Make no distribution until you give us a proper withdrawal request • Distribute your entire IRA XXX to you in a single sum payment • Determine your required minimum distribution from your IRA XXX each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9, and pay those distributions to you until you direct otherwise We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 17 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-9. If you fail to request your required minimum distribution by your required beginning date, date we can, at our complete and sole discretion, do any one of the following. • Make no distribution until you give us a proper withdrawal request • Distribute your entire SIMPLE IRA to you in a single sum payment • Determine your required minimum distribution from your SIMPLE IRA each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9, and pay those distributions to you until you direct otherwise We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 12 contracts
Samples: www.usfunds.com, darbie.com, www.yorktrade.com
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-91.401(a)(9)‐9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-91.401(a)(9)‐9. If you fail to request your required minimum distribution by your required beginning date, date we can, at our complete and sole discretion, do any one of the following. • Make no distribution until you give us a proper withdrawal request • Distribute your entire SIMPLE IRA to you in a single sum payment • Determine your required minimum distribution from your SIMPLE IRA each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-91.401(a)(9)‐9, and pay those distributions to you until you direct otherwise We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 6 contracts
Samples: Custodial Account Adoption Agreement, Custodial Account Adoption Agreement, Simple Individual Retirement Custodial Account Agreement
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-91.401(a)(9)‐9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-91.401(a)(9)‐9. If you fail to request your required minimum distribution by your required beginning date, we can, at our complete and sole discretion, do any one of the following. • Make no distribution until you give us a proper withdrawal request • Distribute your entire IRA XXX to you in a single sum payment • Determine your required minimum distribution from your IRA XXX each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-91.401(a)(9)‐9, and pay those distributions to you until you direct otherwise We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 4 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-91.401(a)(9)‐9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-91.401(a)(9)‐9. If you fail to request your required minimum distribution by your required beginning date, date we can, at our complete and sole discretion, do any one of the following. • Make no distribution until you give us a proper withdrawal request • Distribute your entire SIMPLE IRA to you in a single sum payment • Determine your required minimum distribution from your SIMPLE IRA each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9, and pay those distributions to you until you direct otherwise We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.section
Appears in 2 contracts
Samples: Simple Individual Retirement Custodial Account Agreement, Simple Ira Plan
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section Section 1.401(a)(9)-9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section Section 1.401(a)(9)-9. If you fail to request your required minimum distribution by your required beginning date, we can, at our complete and sole discretion, do any one of the following. • Make no distribution until you give us a proper withdrawal request • Distribute your entire SIMPLE IRA to you in a single sum payment • Determine your required minimum distribution from your SIMPLE IRA each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section Section 1.401(a)(9)-9, and pay those distributions to you until you direct otherwise We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 2 contracts
Samples: Stifel Account, Stifel Account
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-9. 1.401(a)(9)-9. If you fail to request your required minimum distribution by your required beginning date, we can, at our complete and sole discretion, do any one of the following. • Make no distribution until you give us a proper withdrawal request • Distribute your entire IRA to you in a single sum payment • Determine your required minimum distribution from your IRA each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9, and pay those distributions to you until you direct otherwise We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 2 contracts
Samples: Individual Retirement Trust Account Agreement, Individual Retirement Trust Account Agreement
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-9. If you fail to request your required minimum distribution by your required beginning date, date we can, at our complete and sole discretion, do any one of the following. • Make no distribution until you give us a proper withdrawal request • Distribute your entire IRA SIMPLE XXX to you in a single sum payment • Determine your required minimum distribution from your IRA SIMPLE XXX each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9, and pay those distributions to you until you direct otherwise We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 2 contracts
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-91.401(a)(9)‐9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-91.401(a)(9)‐9. If you fail to request your required minimum distribution by your required beginning date, we can, at our complete and sole discretion, do any one of the following. • Make no distribution until you give us a proper withdrawal request • Distribute your entire IRA to you in a single sum payment • Determine your required minimum distribution from your IRA each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-91.401(a)(9)‐9, and pay those distributions to you until you direct otherwise We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 2 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-91.401(a) (9)-9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-9. If you fail to request your required minimum distribution by your required beginning date, we can, at our complete and sole discretion, do any one of the following. : • Make make no distribution until you give us a proper withdrawal request request; • Distribute distribute your entire IRA SIMPLE XXX to you in a single sum payment payment; or • Determine determine your required minimum distribution from your IRA SIMPLE XXX each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9, and pay those distributions to you until you direct otherwise otherwise. We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 1 contract
Samples: Simple Ira Plan Agreement
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-91.401(a)(9)‑9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-91.401(a)(9)‑9. If you fail to request your required minimum distribution by your required beginning date, date we can, at our complete and sole discretion, do any one of the following. • Make no distribution until you give us a proper withdrawal request • Distribute your entire SIMPLE IRA to you in a single sum payment • Determine your required minimum distribution from your SIMPLE IRA each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-91.401(a)(9)‑9, and pay those distributions to you until you direct otherwise We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 1 contract
Samples: cdn-get.whotrades.com
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-91.401(a) (9)-9. If you fail to request your required minimum distribution by your required beginning date, we can, at our complete and sole discretion, do any one of the following. • Make no distribution until you give us a proper withdrawal request • Distribute your entire IRA to you in a single sum payment • Determine your required minimum distribution from your IRA each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9, and pay those distributions to you until you direct otherwise We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 1 contract
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-9. If you fail to request your required minimum distribution by your required beginning date, we can, at our complete and sole discretion, do any one of the following. • : ▪ Make no distribution until you give us a proper withdrawal request • ▪ Distribute your entire IRA to you in a single sum payment • ▪ Determine your required minimum distribution from your IRA each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9, and pay those distributions to you until you direct otherwise We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 1 contract
Samples: Ach Agreement
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9section1.401(a)(9)-9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-9. If you fail to request your required minimum distribution by your required beginning date, we can, at our complete and sole discretion, do any one of the following. • Make no distribution until you give us a proper withdrawal request • Distribute your entire IRA to you in a single sum payment • Determine your required minimum distribution from your IRA each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9, and pay those distributions to you until you direct otherwise We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 1 contract
Samples: Client Agreement
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section Section 1.401(a)(9)-9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section Section 1.401(a)(9)-9. If you fail to request your required minimum distribution by your required beginning date, we can, at our complete and sole discretion, do any one of the following. : • Make no distribution until you give us a proper withdrawal request request; • Distribute your entire IRA to you in a single sum payment payment; or • Determine your required minimum distribution from your IRA each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section Section 1.401(a)(9)-9, and pay those distributions to you until you direct otherwise otherwise. We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 1 contract
Samples: Stifel Account
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is may be calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-9. If you fail to request your required minimum distribution by your required beginning date, we can, at our complete and sole discretion, do any one of the following. • : (a) Make no distribution until you give us a proper withdrawal request • request; (b) Distribute your entire IRA to you in a single sum payment • payment; or (c) Determine your required minimum distribution from your IRA each year based on your life expectancy, calculated using the uniform lifetime table in Regulations section 1.401(a)(9)-9, and pay those distributions to you until you direct otherwise otherwise. We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 1 contract
Required Minimum Distributions. Your required minimum distribution is calculated using the uniform lifetime table Uniform Lifetime Table in Regulations section 1.401(a)(9)-9. However, if your spouse is your sole designated beneficiary and is more than 10 years younger than you, your required minimum distribution is calculated each year using the joint and last survivor table in Regulations section 1.401(a)(9)-9. If you fail to request your required minimum distribution by your required beginning date, we can, at our complete and sole discretion, do any one of the following. : • Make no distribution until you give us a proper withdrawal request request; • Distribute your entire IRA to you in a single sum payment payment; or • Determine your required minimum distribution from your IRA each year based on your life expectancy, calculated using the uniform lifetime table Uniform Lifetime Table in Regulations section 1.401(a)(9)-9, and pay those distributions to you until you direct otherwise otherwise. We will not be liable for any penalties or taxes related to your failure to take a required minimum distribution.
Appears in 1 contract
Samples: www.navyfederal.org