Rollover Election Form definition

Rollover Election Form means the form that a Participant uses to rollover benefits payable in the form of a lump sum payment from a Supplemental Retirement Plan to this Plan.
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Rollover Election Form means the form that a Participant uses to rollover benefits to this Plan that are either (i) payable in the form of a lump sum payment from a Supplemental Retirement Plan or (ii) held for the benefit of the Participant in the Deferred Compensation Plan.
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Rollover Election Form has the meaning set forth in Section 2.10(a)(i).
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Examples of Rollover Election Form in a sentence

  • A Participant in a Supplemental Retirement Plan who elects to receive a single lump sum payment of benefits under the Supplemental Retirement Plan may also elect to rollover the calculated rollover amount to this Plan by executing a Rollover Election Form.

  • The provisions of Section 4(d), (e), (f), and (h) apply to Benefits subject to a Rollover Election Form.

  • Lump Sum* Fixed Monthly Annuity (over 5 years only) Fixed Monthly Annuity (over 10 years only) Lifetime Only AnnuityJoint and Survivor (50% Annuity) Joint and Survivor (75% Annuity) Joint and Survivor (100% Annuity)Please provide further information on certain and joint & survivor annuity options *Lump Sum Rollovers see attached Rollover Election Form.

  • This Amendment shall be contingent upon the consummation of the Merger and the completion of mutually satisfactory arrangements pertaining to Executive's equity rollover (as reflected on his Equity Rollover Election Form) in connection with the Merger.

  • Fund Options will be granted to eligible Participants on the following dates: (i) with respect to a Deferral Election, the date that the payment of Compensation would have been made to the Participant; (ii) with respect to the Match, the date determined by the Administrative Committee; and (iii) with respect to the Rollover Amount, the date designated on the Rollover Election Form for rollover; provided such days are Business Days, otherwise the Grant shall be made on the first business day thereafter.

  • The provisions of Section 4(d), (e), (f), and (h) 6 apply to Benefits subject to a Rollover Election Form.

  • Such election shall be made by filing a Rollover Election Form with the Administrative Committee (in substantially the form attached hereto as Exhibit F).

  • The Paying Agent, in consultation with the Company, shall have the discretion to determine whether any Rollover Election, or modification or revocation thereof, has been properly and timely made, and to disregard immaterial defects in any Rollover Election Form.

  • Participant’s Signature: Date: PART 2: DIRECT ROLLOVER ELECTION FORMUse this Direct Rollover Election Form to elect or reject a direct rollover of your Withdrawal Based on Years of Plan Participation to an Individual Retirement Account (IRA), different qualified retirement plan, or other entity that accepts rollovers.

  • Use this Direct Rollover Election Form to elect or reject a direct rollover of your Withdrawal Based on Years of Plan Participation to an Individual Retirement Account (IRA), different qualified retirement plan, or other entity that accepts rollovers.

Related to Rollover Election Form

  • Distribution Election Form means the form established from time to time by the Plan Administrator that the Director completes, signs and returns to the Plan Administrator to designate the time and form of distribution.

  • Election Form means the form established from time to time by the Committee that a Participant completes, signs and returns to the Committee to make an election under the Plan.

  • Deferral Election Form means the form established from time to time by the Plan Administrator that the Director completes, signs and returns to the Plan Administrator to designate the amount of the Deferrals.

  • Distribution Election With respect to any Series, as specified in the related Supplement.

  • Investment Election means an election, made in such form as the Administrative Committee may direct, pursuant to which a Participant may elect the Investment Funds in which the amounts credited to his Account will be deemed to be invested.

  • Rollover means the renewal of all or any part of any LIBOR Rate Loan upon the expiration of the Interest Period with respect thereto, pursuant to Section 2.3.

  • Non-Elective Contribution means the Employer contributions to the Plan excluding, however, contributions made pursuant to the Participant's deferral election provided for in Section 4.2 and any Qualified Non-Elective Contribution used in the "Actual Deferral Percentage" tests.

  • Beneficiary Designation Form means the form established from time to time by the Plan Administrator that the Executive completes, signs and returns to the Plan Administrator to designate one or more Beneficiaries.

  • Rollover Contribution means any rollover contribution to the Plan made by a Participant as may be permitted under Article V.

  • Rollover Notice shall have the meaning ascribed thereto in Section 5.2.

  • Rollover Account means the account established hereunder to which amounts transferred from a qualified plan or individual retirement account in accordance with Section 4.6 are allocated.

  • Letter of Transmittal and Election Form means the letter of transmittal and election form for use by the Corporation Shareholders with respect to the Arrangement;

  • Rollover Contribution Account means the separate Account maintained for a Member to record such Member's share of the Trust Fund attributable to any Rollover Contribution made to the Plan on his behalf.

  • 10) Election has the meaning set forth in Section 6.05(a).

  • Deferral Election means the Participant’s election under Section 3.1 to defer all or a portion of his or her Compensation.

  • LCA Election has the meaning specified in Section 1.09(a).

  • Payment Election means an election pursuant to Section 5.1.

  • Rollover Notification Date shall be defined as set forth in the Prospectus under "Summary of Essential Information."

  • Adoption Agreement means the written agreement pursuant to which the Employer adopts the Plan. The Adoption Agreement is a part of the Plan as applied to the Employer.

  • Regular election means an election held on a regular election date to elect an individual to, or nominate an individual for, elective office in the regular course of the terms of that elective office.

  • Safe Harbor Election has the meaning set forth in Section 10.2(d).

  • Qualified Preretirement Survivor Annuity means an annuity which is payable for the life of the Participant's surviving spouse.

  • Enrollment Agreement means an agreement between the Company and an employee, in such form as may be established by the Company from time to time, pursuant to which the employee elects to participate in this Plan, or elects changes with respect to such participation as permitted under the Plan.

  • Non-Election Shares shall have the meaning set forth in Section 3.2.1.

  • Direct rollover means a payment by the Plan to the Eligible Retirement Plan specified by the Distributee.

  • Deferral Agreement means the annual written agreement between the Funds and the Participant to defer Compensation under the Plan.