Common use of Transfers from Other Retirement Programs Clause in Contracts

Transfers from Other Retirement Programs. [If permitted by the Plan and by applicable state and federal law, we may accept, or may initiate the transfer of, amounts transferred from other retirement programs. Such transferred amounts, as identified by you, are credited as a rollover Contribution under the appropriate Participant Account and are tracked within this contract as required by applicable state and federal law.]

Appears in 2 contracts

Samples: Aul American Unit Trust, Aul American Unit Trust

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Transfers from Other Retirement Programs. [If permitted by the Plan and by applicable state and federal lawPlan, we may accept, or may initiate the transfer of, amounts transferred from other qualified retirement programsplans or IRAs. Such transferred amounts, as identified by you, are credited as a rollover Contribution under the appropriate Participant Account and are tracked within this contract as required by applicable state and federal lawAccount.]

Appears in 1 contract

Samples: listserv.fgfoa.org

Transfers from Other Retirement Programs. [If permitted by the Plan and by applicable state and federal law, we may accept, or may initiate the transfer of, amounts transferred from other retirement programs. Such transferred amounts, as identified by you, are credited as a rollover Contribution under the appropriate Participant Account and are tracked within this contract as required by applicable state and federal law.]

Appears in 1 contract

Samples: Aul American Unit Trust

Transfers from Other Retirement Programs. [If permitted by the Plan and by applicable state and federal law, we may accept, or may initiate the transfer of, amounts transferred from other retirement programs. Such transferred amounts, as identified by youthe Plan Sponsor, are credited as a rollover Contribution under the appropriate Participant Account and are tracked within this contract as required by applicable state and federal law.]

Appears in 1 contract

Samples: Aul American Unit Trust

Transfers from Other Retirement Programs. [If permitted by the Plan and by applicable state and federal law, we may accept, or may initiate the transfer of, amounts transferred from other retirement programs. Such transferred amounts, as identified by youthe Contractholder, are credited as a rollover Contribution under the appropriate Participant Account and are tracked within this the contract as required by applicable state and federal law.]] GB10.OM-C [(SBR)] 8

Appears in 1 contract

Samples: Aul American Unit Trust

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Transfers from Other Retirement Programs. [If permitted by the Plan and by applicable state and federal law, we may accept, or may initiate the transfer of, amounts transferred from other retirement programs. Such transferred amounts, as identified by you, are credited as a rollover Contribution under the appropriate Participant Account and are tracked within this contract as required by applicable state and federal law.. [(Use this 2.3 for a 457 DCP plan)]

Appears in 1 contract

Samples: Aul American Unit Trust

Transfers from Other Retirement Programs. [If permitted by the Plan and by applicable state and federal law, we may accept, or may initiate the transfer of, amounts transferred from other retirement programs. Such transferred amounts, as identified by youthe Contractholder, are credited as a rollover Contribution under the appropriate Participant Account and are tracked within this contract the Contract as required by applicable state and federal law.]

Appears in 1 contract

Samples: Aul American Unit Trust

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