Rollovers of Military Death Benefits Sample Clauses

Rollovers of Military Death Benefits. If you receive or have received a military death gratuity or a payment from the SGLI program, you may be able to roll over the proceeds to your Xxxx XXX. The rollover contribution amount is limited to the sum of the death benefits or SGLI payment received, less any such amount that was rolled over to a Xxxxxxxxx education savings account. Proceeds must be rolled over within one year of receipt of the gratuity or SGLI payment for deaths occurring on or after June 17, 2008. Any amount that is rolled over under this provision is considered nontaxable basis in your Xxxx XXX.
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Rollovers of Military Death Benefits. You may roll over a military death gratuity or a SGLI death payment to your Xxxx XXX. The rollover amount is the sum of the death payments, less any amounts rolled over to a Xxxxxxxxx education savings account. The rollover must be executed within one year of receipt of the death payments for deaths occurring on or after June 17, 2008. These rollovers to a Xxxx XXX are nontaxable. Rollover of XXX Xxxx – If you receive a refund of eligible retirement plan assets that had been wrongfully levied, you may roll over the amount returned up until your federal tax return filing deadline (not including extensions) for the year in which the money was returned.
Rollovers of Military Death Benefits. If you receive or have received a military death gratuity or a payment from the SGLI program, you may be able to roll over the proceeds to your
Rollovers of Military Death Benefits. You may roll over a military death gratuity or a SGLI death payment to your Xxxx XXX. The rollover amount is the sum of the death payments, Rollover of XXX Xxxx – If you receive a refund of eligible retirement plan assets that had been wrongfully levied, you may roll over the amount returned up until your federal tax return filing deadline (not including extensions) for the year in which the money was returned.

Related to Rollovers of Military Death Benefits

  • Retirement Benefits Due to either investment or employment during the marriage, either the Husband or Wife: (check one)

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