Related Clauses

Designation of Beneficiaries
Designation of Beneficiary
How do the RMD Rules Impact my Designated Beneficiary or Beneficiaries
DEATH OF BENEFICIARY
Denial of Benefits
Payment of Benefits
CHANGE OF BENEFICIARY
Duration of Benefits
Description of Benefits
Distribution of Benefits

Parent Clauses

Indirect Rollover and Withholding
CUSTODIAN ACCEPTANCE
Rollovers to SIMPLE IRAs
Qualified Charitable Distributions (QCD)
Repayment of a Distribution for Terminal Illness
Interpretation
State Laws
INDEMNIFICATION AND LIMITATION OF LIABILITY
No Rollovers of RMDs
Separate Accounting (Multiple Beneficiaries

Sub-Clauses

Taxation

Types of Beneficiaries. The different types of beneficiaries are designated beneficiaries, eligible designated beneficiaries and those

Appears in 9 contracts

Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement

Types of Beneficiaries. The different types of beneficiaries are designated beneficiaries, eligible designated beneficiaries and ~~those~~those that are not designated beneficiaries. Different types of beneficiaries will have different rulesfand in some cases options or electionsfand distribution periods available.

Appears in 4 contracts

Samples: Customer Agreement, Customer Agreement, Customer Agreement

Types of Beneficiaries. The different types of beneficiaries are designated beneficiaries, eligible designated beneficiaries and ~~those~~those that are not designated beneficiaries. Different types of beneficiaries will have different rules - and in some cases options or elections - and distribution periods available.

Appears in 1 contract

Samples: Traditional Individual Retirement Custodial Account

Common use of Types of Beneficiaries Clause in Contracts