Common use of Rollovers of Exxon Xxxxxx Settlement Payments Clause in Contracts

Rollovers of Exxon Xxxxxx Settlement Payments. If you receive a qualified settlement payment from Exxon Xxxxxx litigation, you may roll over the amount of the settlement, up to $100,000, reduced by the amount of any qualified Exxon Xxxxxx settlement income previously contributed to a Traditional or Xxxx XXX or eligible retirement plan in prior taxable years. You will have until your tax return due date (not including extensions) for the year in which the qualified settlement income is received to make the rollover contribution. To obtain more information on this type of rollover, you may wish to visit the IRS website at xxx.xxx.xxx.

Appears in 87 contracts

Samples: Customer Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Account Custodial Agreement

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Rollovers of Exxon Xxxxxx Settlement Payments. If you receive a qualified settlement payment from Exxon Xxxxxx litigation, you may roll over the amount of the settlement, up to $100,000, reduced by the amount of any qualified Exxon Xxxxxx settlement income previously contributed to a Traditional or Xxxx XXX or eligible retirement plan in prior taxable years. You will have until your tax return due date (not including extensions) for the year in which the qualified settlement income is received to make the rollover contributioncontribu- tion. To obtain more information on this type of rollover, you may wish to visit the IRS website at xxx.xxx.xxx.

Appears in 5 contracts

Samples: Account Agreement, Account Agreement, Account Agreement

Rollovers of Exxon Xxxxxx Settlement Payments. If you receive re- ceive a qualified settlement payment from Exxon Xxxxxx litigation, you may roll over the amount of the settlement, up to $100,000, reduced by the amount of any qualified Exxon Xxxxxx settlement income previously contributed to a Traditional or Xxxx XXX or eligible retirement plan in prior taxable years. You will have until your tax return due date (not including extensions) for the year in which the qualified settlement income is received to make the rollover contribution. To obtain more information on this type of rollover, you may wish to visit the IRS website at xxx.xxx.xxx.

Appears in 4 contracts

Samples: Account Agreement, Account Agreement, Account Agreement

Rollovers of Exxon Xxxxxx Settlement Payments. If you receive a qualified quali- fied settlement payment from Exxon Xxxxxx litigation, you may roll over the amount of the settlement, up to $100,000, reduced by the amount of any qualified Exxon Xxxxxx settlement income previously contributed to a Traditional Tra- ditional or Xxxx XXX or eligible retirement plan in prior taxable years. You will have until your tax return due date (not including extensions) for the year in which the qualified settlement income is received to make the rollover roll- over contribution. To obtain more information on this type of rollover, you may wish to visit the IRS website at xxx.xxx.xxx.

Appears in 2 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

Rollovers of Exxon Xxxxxx Settlement Payments. If you receive a qualified settlement payment from Exxon Xxxxxx litigation, you may roll over the amount of the settlement, up to $100,000, reduced by the amount of any qualified Exxon Xxxxxx Val- dez settlement income previously contributed to a Traditional or Xxxx XXX or eligible retirement plan in prior taxable years. You will have until your tax return due date (not including extensionsex- tensions) for the year in which the qualified settlement income is received to make the rollover contribution. To obtain more information on this type of rollover, you may wish to visit the IRS website web site at xxx.xxx.xxx.

Appears in 1 contract

Samples: Wealth Management Agreement

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Rollovers of Exxon Xxxxxx Settlement Payments. If you receive a qualified settlement payment from Exxon Xxxxxx litigation, you may roll over the amount of the settlement, up to $100,000, reduced by the amount of any qualified Exxon Xxxxxx settlement income previously contributed to a Traditional or Xxxx XXX or eligible retirement plan in prior taxable years. You will have until your tax return due date (not including extensions) for the year in which the qualified settlement income is received to make the rollover contributioncontribu- tion. To obtain more information on this type of rollover, you may wish to visit the IRS website web site at xxx.xxx.xxx.

Appears in 1 contract

Samples: Wealth Management Agreement

Rollovers of Exxon Xxxxxx Settlement Payments. If you receive a qualified settlement set- tlement payment from Exxon Xxxxxx litigation, you may roll over the amount of the settlement, up to $100,000, reduced by the amount of any qualified Exxon Xxxxxx settlement income previously contributed to a Traditional or Xxxx XXX or eligible retirement plan in prior taxable years. You will have until your tax return due date (not including extensions) for the year in which the qualified settlement income is received to make the rollover contribution. To obtain more information on this type of rollover, you may wish to visit the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Traditional Ira Plan Agreement

Rollovers of Exxon Xxxxxx Settlement Payments. If you receive a qualified settlement payment from Exxon Xxxxxx litigation, you may roll over the amount of the settlement, up to $100,000, reduced by the amount of any qualified Exxon Xxxxxx settlement income previously contributed to a Traditional or Xxxx XXX SEP IRA or eligible retirement plan in prior taxable years. You will have until your tax return due date (not including extensions) for the year in which the qualified settlement income is received to make the rollover contribution. To obtain more information on this type of rollover, you may wish to visit the IRS website at xxx.xxx.xxx.

Appears in 1 contract

Samples: Custodial Agreement

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