Examples of Plan Distribution in a sentence
Refer to the 403(b) and Qualified Plan Distribution Disclosure (form 9972) for more information.
In the event a Plan Distribution shall be payable on a day other than a Business Day, such Plan Distribution shall instead be paid on the immediately succeeding Business Day, but shall be deemed to have been made on the date otherwise due.
I acknowledge that I have the right to delay making a decision regarding the distribution from the above plan for at least 30 days after receiving the 403(b) and Qualified Plan Distribution form and have been given this opportunity.
I also acknowledge that I have received and read the 403(b) and Qualified Plan Distribution Disclosure (form 9972).
The Disbursing Agent has the right, but not the obligation, to not make a Plan Distribution until such holder has made arrangements satisfactory to the Disbursing Agent for payment of any such tax obligations.