Existing Balance Allocation definition

Existing Balance Allocation means the current allocation of the Account Balance to each Investment Option. The Existing Balance Allocation may fluctuate as a result of, but not limited to, relative performance of selected Investment Options and the Future Contribution Allocation selected.
Sample 1Sample 2Sample 3
Existing Balance Allocation means the current allocation of the Account Balance to each Investment Option. [The Existing Balance Allocation may fluctuate as a result of, but not limited to, relative performance of selected Investment Options and the Future Contribution Allocation selected.]
Sample 1Sample 2

Examples of Existing Balance Allocation in a sentence

  • The Code currently limits changes to the Existing Balance Allocation to two times per calendar year.

  • The Existing Balance Allocation may be changed only to the extent allowed by Section 529 of the Code.

  • The Existing Balance Allocation may be changed only to the extent allowed by Section 529A of the Code.

  • Section 529A of the Code limits the ability to change the Existing Balance Allocation.

  • If a distribution does not clear for any reason, the Administrator may submit a Request to: (a) reissue the distribution or (b) return the funds to the Account pursuant to the Existing Balance Allocation at the time of return.

  • The Account Owner may reallocate the Existing Balance Allocation by submitting a Request, indicating the Investment Option changes or the new allocation percentages to the Board.

  • If a distribution does not clear for any reason, the Administrator may submit a Request to: (a) reissue the distribution or(b) return the funds to the Account pursuant to the Existing Balance Allocation at the time of return.

  • Section 529 of the Code currently limits the ability of the Account Owner to change the Existing Balance Allocation.

  • The Account Owner may request to change the Existing Balance Allocation and/or the Future Contribution Allocation in conjunction with the change of Beneficiary request.

  • The Account Owner may Request to change the Existing Balance Allocation and/or the Future Contribution Allocation in conjunction with the change of Beneficiary Request.

Related to Existing Balance Allocation

  • Allocation Date means, with respect to any Transfer Date, the Business Day which is immediately prior to such Transfer Date.

  • Initial Allocation means the conditional setting aside by MBOH of HCs from a particular year’s federal LIHTC allocation to the state for purposes of later Carryover Commitment and/or Final Allocation to a particular Project, as documented by and subject to the requirements and conditions set forth in a written Reservation Agreement, the Applicable QAP and federal law.

  • Final Allocation has the meaning set forth in Section 2.3.

  • Balance Amount shall have the meaning set forth in Section 8.1 of this Agreement.