Disclosure Statement Part definition

Disclosure Statement Part. One: Traditional IRAs Special Note Part One of the Disclosure Statement describes the rules applicable to Traditional IRAs beginning January 1, 1998. IRAs described in these pages are called "Traditional IRAs" to distinguish them from the new "Xxxx IRAs" first available starting in 1998. Xxxx IRAs are described in Part Two of this Disclosure Statement. An Elfun IRA offers you the tax advantages of an individual retirement account while permitting you to direct the investment of account assets in one or more of the Elfun Funds. Definitions of capitalized terms used in this Disclosure Statement but not defined herein are set forth in Article VIII of the Custodial Account Agreement, attached to this Disclosure Statement. For Traditional IRA contributions for 1997 (including contributions made up to April 15, 1998 but designated as contributions for 1997), there are different rules for determining the deductibility of your contribution on your federal tax return. For contributions for 1997, the "active participant" limits on deductibility (described below) apply if EITHER spouse is an active participant in an employer-sponsored plan. Also, the adjusted gross income ("AGI") levels for partially deductible or nondeductible Traditional IRA contributions (described below) are lower for 1997 ($25,000 for single taxpayers, with no deduction if your AGI is above $35,000; and $40,000 for married taxpayers filing jointly, with no deduction if your AGI is above $50,000). This Part One of the Disclosure Statement describes Traditional IRAs. It does not describe Xxxx IRAs, a new type of IRA available starting in 1998. Contributions to a Xxxx XXX are not deductible (regardless of your AGI), but withdrawals that meet certain requirements are not subject to federal income tax, so that dividends and investment growth on amounts held in the Xxxx XXX can escape federal income tax. Please see Part Two of this Disclosure Statement if you are interested in learning more about Xxxx IRAs. Your Traditional IRA This Part One contains information about your Elfun Traditional Individual Retirement Custodial Account with State Street Bank and Trust Company as Custodian. A Traditional IRA gives you several tax benefits. Earnings on the assets held in your Traditional IRA are not subject to federal income tax until withdrawn by you. You may be able to deduct all or part of your Traditional IRA contribution on your federal income tax return. State income tax treatment of your Traditional IR...
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Examples of Disclosure Statement Part in a sentence

  • Client hereby acknowledges receipt of Adviser's Disclosure Statement, (Part 2A and 2B of the Form ADV for Adviser and the Adviser’s Investment Adviser Representative, respectively) as required by Rule 204-3 under the Advisers Act.

  • You acknowledge that you have read and fully understood the risks of trading futures and options as set out in section 11 of Part IV Risk Disclosure Statement, Part III Schedule B8 and the following disclaimers DISCLAIMERS DISCLAIMER delivered pursuant to the relevant provisions of the regulations for trading Futures and Options Contract based on existing & subsequent indices developed by the Hong Kong Futures Exchange Limited.

  • Where the cost accounting practice being disclosed is clearly set forth in the institution's existing written accounting policies and procedures, such documents may be cited on a continuation sheet and incorporated by reference to the pertinent Disclosure Statement Part.

  • Client acknowledges receipt of MTA’s most recent Disclosure Statement (Part II of Form ADV), as required by Rule 204-3 under the Act, not less than 48 hours prior to the date of execution of this agreement as shown below.

  • Alternatively, copies of the relevant parts of such documents may be attached as appendices to the pertinent Disclosure Statement Part.

  • Joseph Palmer & Sons Property Fund Product Disclosure StatementPart 2 of 2 partsThis part must be read in conjunction with Part 1 ARSN 133 409 382Responsible Entity: DDH Graham Limited (ABN 28 010 639 219) Australian financialservices licence no.: 226319 Investment Manager:Joseph Palmer & Sons (ABN 29 548 490 818)Joseph Palmer & Sons Property FundProduct Disclosure Statement Part 2 This Product Disclosure Statement (PDS) is in two parts.

  • Section 10.01: Public Hearings Evidentiary Hearings shall be open to the public.

  • DCA requires a Noise Analysis according to the requirements of the HUD Noise Analysis Guide (NAG) if the Owner Environmental Questionnaire & Disclosure Statement, Part B, indicates that there is a major road/highway/freeway within 1,000 feet, a railroad within 3,000 feet or an airport (depending on classification) within 5 – 15 miles.

  • If not, in what circumstances would a contractor be subject to CAS 411 but not be required to submit a Disclosure Statement?The Disclosure Statement Part II, Direct Costs, requires that a contractor describe cost accounting practices for material, including the description of costs to be treated as direct material, method of charging direct material, timing of charging direct material, and treatment of variance from standard costs.

  • Dated 2 October 2012Issued by Credit Suisse Investment Services (Australia) Limited (ABN 26 144 592 183 AFSL 370450) MINIsProduct Disclosure Statement Part BMINIsProduct Disclosure Statement Part BImportant Information This Product Disclosure Statement is for the offer of one or more Series of MINIs*.

Related to Disclosure Statement Part

  • Disclosure Statement means the written disclosure statement that relates to this Plan, as approved by the Bankruptcy Court pursuant to section 1125 of the Bankruptcy Code and Bankruptcy Rule 3017, as such disclosure statement may be amended, modified or supplemented from time to time.

  • Disclosure Statement Order means the order of the Bankruptcy Court approving the Disclosure Statement.

  • Disclosure Statement Approval Order means the Final Order approving, among other things, the adequacy of the Disclosure Statement pursuant to section 1125 of the Bankruptcy Code.

  • Disclosure Order has the meaning set forth in Section 10.7.

  • Public statement means a statement made in the ordinary course of business of the public body with the intent that all other members of the public body receive it.

  • Subsequent Disclosure Documents means any financial statements, management’s discussion and analysis, information circulars, annual information forms, material change reports (other than confidential material change reports), business acquisition reports or other documents issued by the Corporation after the Execution Time which are, or are deemed to be, pursuant to applicable Securities Laws, incorporated by reference into the Final Prospectuses or any Prospectus Amendment;

  • Disclosure Memorandum means the set of numbered schedules referencing Sections of this Agreement delivered by Seller and dated of even date herewith, as supplemented by new or amended schedules delivered by Seller prior to the Closing.

  • Disclosure Documents is defined in Section 5.3.

  • Parent Reports has the meaning set forth in Section 4.5(a).

  • Buyer Disclosure Letter means the letter, dated as of the date hereof, delivered by Buyer to Seller prior to the execution of this Agreement and identified as the Buyer Disclosure Letter.

  • Information Circular means a completed Form 51-102F5 Information Circular; “informed person” means

  • Company Disclosure Documents is defined in Section 3.4(g) of the Agreement.

  • Public Filings has the meaning set forth in Section 6.1(c).

  • Buyer Disclosure Schedules means the disclosure schedules of the Buyer, dated as of the date hereof, accompanying this Agreement.

  • Company SEC Documents has the meaning set forth in Section 3.04(a).

  • UCC Filing Authorization Letter means a letter duly executed by each Loan Party authorizing the Collateral Agent to file appropriate financing statements on Form UCC-1 without the signature of such Loan Party in such office or offices as may be necessary or, in the opinion of the Collateral Agent, desirable to perfect the security interests purported to be created by each Security Agreement and each Mortgage.

  • Governmental Real Property Disclosure Requirements means any Requirement of Law of any Governmental Authority requiring notification of the buyer, lessee, mortgagee, assignee or other transferee of any Real Property, facility, establishment or business, or notification, registration or filing to or with any Governmental Authority, in connection with the sale, lease, mortgage, assignment or other transfer (including any transfer of control) of any Real Property, facility, establishment or business, of the actual or threatened presence or Release in or into the Environment, or the use, disposal or handling of Hazardous Material on, at, under or near the Real Property, facility, establishment or business to be sold, leased, mortgaged, assigned or transferred.

  • Buyer Disclosure Schedule means the disclosure schedule dated as of the date hereof delivered by Buyer to Seller in connection with the execution and delivery of this Agreement.

  • Disclosure Record means the Company’s prospectuses, annual reports, annual and interim financial statements, annual information forms, business acquisition reports, management discussion and analysis of financial condition and results of operations, information circulars, material change reports, press releases and all other information or documents required to be filed or furnished by the Company under Applicable Securities Laws which have been publicly filed or otherwise publicly disseminated by the Company;

  • Parent Disclosure Letter means the disclosure letter delivered by Parent to the Company simultaneously with the execution of this Agreement.

  • Sellers Disclosure Schedule means the disclosure schedule delivered by the Sellers to the Purchaser on the date hereof.

  • SEC Filings has the meaning set forth in Section 4.6.

  • Seller Disclosure Letter means the letter, dated as of the date hereof, delivered by Seller to Buyer prior to the execution of this Agreement and identified as the Seller Disclosure Letter.

  • Parent Disclosure Schedule means the disclosure schedule dated the date hereof regarding this Agreement that has been provided by Parent to the Company.

  • Public Reports includes all reports filed by Company under the Act or the Exchange Act, including pursuant to Section 13(a) or 15(d) thereof, for the two full fiscal years preceding the Effective Date and thereafter.