Rollovers or Direct Rollovers from Eligible Retirement Plans Sample Clauses

Rollovers or Direct Rollovers from Eligible Retirement Plans. You eligibility for an extension with respect to a rollover into an IRA. It may directly or indirectly roll over assets from an eligible retirement provides that we may rely on the certification provided by you in plan sponsored by your employer into your Xxxx XXX (also referred to accepting and reporting receipt of a rollover contribution after the as qualified rollovers). You are responsible for the consequences of 60-day period (i.e., a late rollover) if we don't have actual knowledge rolling over assets, including designated Xxxx account assets, to a that is contrary to the self-certification. Xxxx XXX. Your plan administrator or employer is responsible for
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Rollovers or Direct Rollovers from Eligible Retirement Plans. You may directly or indirectly roll over assets from an eligible retirement plan sponsored by your employer into your Xxxx XXX (also referred to as qualified rollovers). You are responsible for the consequences of rolling over assets, including designated Xxxx account assets, to a Xxxx XXX. Your plan administrator or employer is responsible for determining the amount of your assets in its eligible retirement plan that is eligible for rollover to a Xxxx XXX. Assets in a Xxxx XXX are not eligible to be rolled over to an eligible retirement plan. a. Eligible Retirement Plan (ERP). Eligible retirement plans include qualified trusts under IRC Section 401(a), annuity plans under IRC Section 403(a), annuity contracts under IRC Section 403(b), and certain governmental IRC Section 457(b) plans. Common names for these plans include 401(k), profit sharing, pension, money purchase, federal thrift savings, and

Related to Rollovers or Direct Rollovers from Eligible Retirement Plans

  • Direct Rollover A direct rollover is a payment by the Plan to the eligible retirement plan specified by the distributee.

  • Rollover □ Rollover of a withdrawal from another Traditional IRA or of an eligible rollover distribution from an employer qualified plan, 403(b) arrangement or eligible 457 plan. Check enclosed in the amount of $ . [If this rollover contribution constitutes all or part of either a withdrawal from another Traditional IRA or an eligible rollover distribution from an employer qualified plan or 403(b) arrangement, and if it includes any after-tax (or nondeductible) contributions to such other Traditional IRA or employer qualified plan or 403(b) arrangement, indicate the amount of after-tax contributions included in this rollover contribution: $ .]

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