Transaction Selection Sample Clauses

Transaction Selection.  Transfer – Describes the movement of assets directly between IRA trustees/custodians, without distribution to the account owner. As such, no tax forms are generated by either trustees/custodian.  Direct Rollover – Describes a movement of plan assets directly between the trustee of an IRA and the trustee of a business retirement plan (such as profit sharing, money purchase, 401(k), defined benefit plan or another eligible retirement plan), or the administrator of a 403(b) or (b) annuity. By directly rolling an eligible rollover distribution through the trustee to this IRA, the account owner can avoid the otherwise mandatory 20% federal income withholding tax. Please contact your current trustee or plan administrator/employer about this transaction before initiating the request. I certify that this transaction meets the requirements for a qualifying rollover contribution as defined in the plan. Are these assets inherited coming from a deceased Owner account or beneficiary IRA?  Yes  No  Conversion-Describes a movement of assets directly from the trustee of a Traditional IRA or Qualified Plan to a Roth IRA. A conversion is a taxable event and subject to the Federal withholding rules.
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Transaction Selection. ❑ Transfer – Describes the movement of assets directly between IRA trustees/custodians, without distribution to the account owner. As such, no tax forms are generated by either trustees/custodian. ❑ Direct Rollover – Describes a movement of plan assets directly between the trustee of an IRA and the trustee of a business retirement plan (such as profit sharing, money purchase, 401(k), defined benefit plan or another eligible retirement plan), or the administrator of a 403(b) or (b) annuity. By directly rolling an eligible rollover distribution through the trustee to this IRA, the account owner can avoid the otherwise mandatory 20% federal income withholding tax. Please contact your current trustee or plan administrator/employer about this transaction before initiating the request. I certify that this transaction meets the requirements for a qualifying rollover contribution as defined in the plan. Are these assets inherited coming from a deceased participant account or beneficiary IRA? ❑ Yes ❑ No
Sample 1

Related to Transaction Selection

  • Vacation Selection Beginning January 2 of each calendar year, employees will be scheduled a time, based on seniority, to select up to three (3) segments of available vacation leave during the time period of April 1 through March 31. A “segment” is one (1) or more contiguous days of vacation leave. No segment shall include more than ten (10) consecutive days of vacation leave in June, July, and/or August, provided that an employee may select contiguous segments of vacation leave. Each employee will be guaranteed one (1) scheduled workweek of vacation leave if requested as one of their segments. Off-shift times to select a vacation will not be considered as “time worked” for purposes of computing callback or overtime. If an employee is unable to be present during their scheduled time they may make their choice by telephone, email, or another individual with written documentation of designation, may select a vacation segment(s) for the employee. If the employee fails to select their vacation during their assigned time, the Employer may proceed with scheduling. The employee will be provided an opportunity to select their segment(s) at a later date when they are available. The Employer will publish the vacation schedule by March 1, after considering requests, as well as Agency program needs. Employees will complete a Leave Request Form no less than thirty (30) days prior to any approved vacation segment taken.

  • Panel Selection 1. The Parties shall apply the following procedures in selecting a Panel: (a) the Panel shall comprise 3 members; (b) within 15 days following the date of the establishment of the Panel, each Party shall nominate a Panelist; (c) the Parties shall endeavor

  • Split Transactions You can instruct a merchant to charge your Card for part of a purchase and pay any remaining amount with cash or another card. This is called a “split transaction.” Some merchants do not permit split transactions. If you wish to conduct a split transaction, you must tell the merchant the exact amount you would like charged to your Card. If you fail to inform the merchant you would like to complete a split transaction and you do not have sufficient available funds in your Account to cover the entire purchase amount, your Card is likely to be declined.

  • Timing of Disposition Data shall be disposed of by the following date: As soon as commercially practicable By (Insert Date]

  • TRANSACTION PROCESS The RFQ for this Lot will contain a deliverable-based Statement of Work (SOW). The RFQ will include, but is not limited to: Authorized User timeframes; system integration requirements; and other risks that may affect the cost to the Authorized User. All responses to RFQs must include detailed price information, including but not limited to: hours required per title, cost per hour etc. Travel, lodging and per diem costs must be itemized in the total quote and may not exceed the rates in the NYS OSC Travel Policy. More information can be found at xxxx://xxx.xxx.xxxxx.xx.xx/agencies/travel/travel.htm. All costs must be itemized and included in the Contractor’s quote.

  • Information Acquisition Connecting Transmission Owner and Developer shall each submit specific information regarding the electrical characteristics of their respective facilities to the other, and to NYISO, as described below and in accordance with Applicable Reliability Standards.

  • Online Banking Transactions At the present time, you may use Online Banking to: • Transfer funds between your savings, checking, and Club accounts. • Withdraw funds from your savings, checking, and Club accounts. • Make loan payments from your savings, checking and Club accounts. • Obtain account balance and transaction history on your savings, checking, and Club accounts. • Obtain information on your loan account balance, transaction history, payment due dates, loan payoff amounts and finance charges. • Review available copies of eStatements and tax information. • Make bill payments from your checking account using the Bill Pay service. Transactions involving your savings and checking accounts will be subject to the terms of your Membership and Account Agreement. Transactions involving your loan accounts will be subject to your applicable Loan Agreement and Disclosures.

  • Shift Selection In multiple shift operations, employees within each classification shall have a right to select their work shift on the basis of their seniority within a bureau or division thereof and competing only with employees covered under this agreement on the following basis:

  • Single Source Selection Services for tasks in circumstances which meet the requirements of paragraph 3.10 of the Consultant Guidelines for Single Source Selection, may, with the Association's prior agreement, be procured in accordance with the provisions of paragraphs 3.9 through 3.13 of the Consultant Guidelines.

  • Transaction (1) The present Settlement Agreement constitutes a transaction in accordance with Articles 2631 and following of the Civil Code of Quebec, and the Parties are hereby renouncing any errors of fact, of law and/or of calculation.

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