Transitional Rule for Determining Required Minimum Distributions for Calendar Year 2002. Unless the Custodian provides otherwise, if a Depositor (or beneficiary) is subject to required minimum distributions for calendar year 2002, such individual may elect to apply the 1987 proposed regulations, the 2001 proposed regulations, or the 2002 final regulations in determining the amount of the 2002 required minimum. However, the Custodian, in its sole discretion, reserves the right to perform any required minimum distribution calculations through its data systems or otherwise based upon any of the three sets of regulations delineated in the previous sentence.
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Samples: Simplified Employee Pension—individual Retirement Accounts Contribution Agreement, Simple Ira Custodial Agreement, Simplified Employee Pension Plan Agreement
Transitional Rule for Determining Required Minimum Distributions for Calendar Year 2002. Unless the Custodian provides otherwise, if a Depositor (or beneficiary) beneficiary is subject to required minimum distributions for calendar year 2002, such individual may elect to apply the 1987 proposed regulations, the 2001 proposed regulations, or the 2002 final regulations in determining the amount of the 2002 required minimum. However, the Custodian, in its sole discretion, reserves the right to perform any required minimum distribution calculations through its data systems or otherwise based upon any of the three sets of regulations delineated in the previous sentence.
Appears in 9 contracts
Samples: Custodial Agreement & Disclosure Statement, Custodial Agreement & Disclosure Statement, Custodial Agreement & Disclosure Statement
Transitional Rule for Determining Required Minimum Distributions for Calendar Year 2002. Unless the Custodian provides otherwise, if a Depositor Applicant/Plan Participant (or beneficiary) is subject to required minimum distributions for calendar year 2002, such individual may elect to apply the 1987 proposed regulations, the 2001 proposed regulations, or the 2002 final regulations in determining the amount of the 2002 required minimum. However, the Custodian, in its sole discretion, reserves the right to perform any required minimum distribution calculations through its data systems or otherwise based upon any of the three sets of regulations delineated in the previous sentence.
Appears in 4 contracts
Samples: Custodial Agreement, Traditional Individual Retirement Custodial Agreement, Custodial Agreement
Transitional Rule for Determining Required Minimum Distributions for Calendar Year 2002. Unless the Custodian Administrator provides otherwise, if a Depositor (or beneficiary) is subject to required minimum distributions for calendar year 2002, such individual may elect to apply the 1987 proposed regulations, the 2001 proposed regulations, or the 2002 final regulations in determining the amount of the 2002 required minimum. However, the CustodianAdministrator, in its sole discretion, reserves the right to perform any required minimum distribution calculations through its data systems or otherwise based upon any of the three sets of regulations delineated in the previous sentence.
Appears in 1 contract
Samples: Self Directed Ira Application and Adoption Agreement
Transitional Rule for Determining Required Minimum Distributions for Calendar Year 2002. Unless the Custodian provides otherwise, if a Depositor (or beneficiary) beneficiary is subject to required minimum distributions for calendar year 2002, such individual may elect to apply the 1987 proposed regulations, the 2001 proposed regulations, or the 2002 final regulations in determining the amount of the 2002 required requ ired minimum. However, the Custodian, in its sole discretion, reserves the right to perform any required minimum distribution calculations through its data systems or otherwise based upon any of the three sets of regulations delineated in the previous sentence.
Appears in 1 contract
Samples: Traditional and Roth Individual Retirement Account Custodial Agreement
Transitional Rule for Determining Required Minimum Distributions for Calendar Year 2002. Unless the Custodian or Administrator provides otherwise, if a Depositor (or beneficiary) beneficiary is subject to required minimum distributions for calendar year 2002, such individual may elect to apply the 1987 proposed regulations, the 2001 proposed regulations, or the 2002 final regulations in determining the amount of the 2002 required minimum. However, the CustodianCustodian or Administrator, in its sole discretion, reserves the right to perform any required minimum distribution calculations through its data systems or otherwise based upon any of the three sets of regulations delineated in the previous sentence.
Appears in 1 contract
Samples: Roth Individual Retirement Custodial Account Agreement
Transitional Rule for Determining Required Minimum Distributions for Calendar Year 2002. Unless the Custodian provides otherwise, if a Depositor (or beneficiary) is subject to required minimum distributions for calendar year 2002, such individual may elect to apply the 1987 proposed regulations, the 2001 proposed regulations, or the 2002 final regulations in determining the amount of the 2002 required minimum. However, the Custodian, in its sole discretion, reserves the right to perform any required anyrequired minimum distribution calculations through its data systems or otherwise based upon any of the three sets of regulations delineated in the previous sentence.
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