Trustee Transfer definition

Trustee Transfer means (a) a transfer to the Custodian of an amount by the custodian of a retirement plan qualified for tax-favored treatment under Section 401(a) of the Code or by the trustee(s) of a trust forming part of such a plan, which plan provides for such transfer; or (b) a Direct Rollover within the meaning of Section 402(c)(8)(B) of the Code; provided that with respect to any withdrawal or distribution from the Plan, a Participant may elect a transfer to only one eligible retirement plan, except as may otherwise be determined by the Administrator, in a uniform and nondiscriminatory manner.
Sample 1Sample 2Sample 3
Trustee Transfer means a contribution of a distribution described in Code Sections 220(f)(5) or 223(f)(5) from an Xxxxxx MSA or an HSA, respectively, benefiting the Account Owner. If a Rollover Contribution occurs, then funds must be deposited into the Account within 60 days after the date of the distribution from the Xxxxxx MSA or HSA.
Sample 1Sample 2Sample 3
Trustee Transfer means (a) a transfer to the Trustee of an amount by the trustee of a retirement plan qualified for tax-favored treatment under Section 401(a) of the Code or by the trustee(s) of a trust forming part of such a plan, which plan provides for such transfer; or (b) a transfer from the Plan Administrator of an amount for the benefit of a Participant to the custodian of an eligible retirement plan within the meaning of Section 402(c)(8)(B) of the Code, provided such plan provides for the receipt of such transfers.
Sample 1Sample 2

Examples of Trustee Transfer in a sentence

  • Club/Specialty Account Withdrawal (per item) $10.00 Fresh Start Savings $10.00 Regular Share/Fresh Start Savings Withdrawal (per item) $10.00 INDIVIDUAL RETIREMENT ACCOUNTS (IRAs) IRA Trustee Transfer Fee $25.00 CHECKING ACCOUNTS Non-Proprietary ATM Withdrawal/ (per occurrence) $2.50 Check Printing Charge Expedited Bill Pay (per item) $9.95 Fresh Start Checking (per month) $10.00 Loan Advance to Cover Overdraft (per transfer) $18.00 Fee is waived for Rewards Advantage Checking.

  • If you have made a per stirpes designation for either the Primary or Contingent Beneficiaries named in this section, complete the following: Provide the individual's name or provide the role of either Executor/Executrix or Trustee Transfer on Death (XXX) Agreement This Agreement contains the various terms and conditions governing your brokerage account(s) registered as XXX.

  • Trustee Transfer Scholarship 3.0 - 3.39 $2,000 These partial scholarships are awarded to entering transfer students who have a cumulative GPA of 3.0 to3.39 and 24+ credits.

  • For the avoidance of doubt, in no event shall the Trustee Transfer any Trust Shares to Grantor or to any Affiliate of Grantor (except for any Affiliate of the Grantor who otherwise receives shares as a Grantor Shareholder in any Trust Distribution or as a participant in any Exchange Offer).

  • Deposit cash into my Undirected Cash Account Transfer my income distributions to the custodian listed below as a Trustee to Trustee Transfer For a Trustee to Trustee transfer, this form must be signed and Signature Guaranteed by accepting custodian OR must include the custodian’s signed Letter of Acceptance.


More Definitions of Trustee Transfer

Trustee Transfer means: (a) a transfer to the Custodian of an amount by the custodian of a retirement plan qualified for tax-favored treatment under Section 401(a) of the Code or by the trustee(s) of a trust forming part of such a plan, which plan provides for such transfer; or (b) a Direct Rollover within the meaning of Section 402(c)(8)(B) of the Code; provided that with respect to any withdrawal or distribution from the Plan, a Participant may elect a transfer to only one eligible retirement plan, except as may otherwise be determined by the Administrator, in a uniform and nondiscriminatory manner.
Sample 1Sample 2
Trustee Transfer means (a) a transfer to the Trustee of an amount of an eligible rollover distribution as described in Section 402(c) of the Code (or its predecessor) by the trustee of a retirement plan qualified for tax-favored treatment under Section 401(a) of the Code or by the trustee of a trust forming part of such a plan, which plan provides for such transfer but shall not include an amount from a plan described in Sections 403(b), 408(a), 408(b), or 457(b) of the Code; or (b) a transfer from the Trust of an amount of an eligible rollover distribution as described in Section 402(c) of the Code for the benefit of a Participant to the custodian of an eligible retirement plan within the meaning of Section 402(c)(8)(B) of the Code, provided such plan provides for the receipt of such transfers.
Sample 1Sample 2
Trustee Transfer means a direct transfer of assets from the trustee or custodian of any other plan of the type defined in section 414(i) or (j) of the Code (including an employee stock ownership plan that satisfies the requirements of Section 301(d) of the Tax Reduction Act of 1975) the trust or custodial account forming part of which is qualified under section 401(a) of the Code and, if applicable, section 401(d) of the Code or from a qualified annuity plan described in section 403(a) of the Code, other than a "direct transfer of an eligible rollover distribution" as described in section 401(a)(31) of the Code.
Sample 1
Trustee Transfer means a transfer from the Custodian of an amount, elected by and for the benefit of a Participant, to the custodian of an eligible retirement plan, within the meaning of Section 402(c)(8)(B) of the Code; provided that with respect to any withdrawal or distribution from the Plan, a Participant may elect a transfer to only one eligible retirement plan, except as may otherwise be determined by the Committee, in a uniform and nondiscriminatory manner.
Sample 1

Related to Trustee Transfer

  • Property Trustee Account has the meaning set forth in Section 3.8(c).

  • Trustee Agreement means the trustee agreement entered into on or before the Issue Date, between the Issuer and the Trustee, or any replacement trustee agreement entered into after the Issue Date between the Issuer and a trustee, regarding, inter alia, the remuneration payable to the Trustee or a replacement trustee.

  • Servicing Transfer Any transfer of the servicing by a Prior Servicer of Mortgage Loans to the Servicer under this Agreement.

  • Lead Securitization Directing Certificateholder means the “Directing Certificateholder” as defined in the Lead Securitization Servicing Agreement.

  • NIM Trustee The trustee for the NIM Securities.

  • Shareholder Servicing Agent shall have the meaning designated in Section 5.2(f) hereof.

  • Successor Trustee means a successor Trustee possessing the qualifications to act as Trustee under Section 4.01.

  • Successor Trust means the Continental Airlines Pass Through Trust 1999-1A-S.

  • Depositor means Advisors Asset Management, Inc. and its successors in interest, or any successor depositor appointed as hereinafter provided."

  • Indenture Trust Estate means all money, instruments, rights and other property that are subject or intended to be subject to the lien and security interest of the Indenture for the benefit of the Noteholders (including all Collateral Granted to the Indenture Trustee), including all proceeds thereof.

  • Additional Certificates has the meaning specified in Section 8.01(d).

  • Non-Lead Securitization Trust means the Securitization Trust into which any Non-Lead Securitization Note is deposited.

  • Initial Certificate Transfer Opinion means an opinion rendered by nationally recognized tax counsel (i) upon the initial transfer by the Depositor of a Certificate that results in the Issuer being treated as a partnership for United States federal income tax purposes and (ii) while any Note retained by the Issuer or a Person that is considered the same Person as the Issuer for United States federal income tax purposes is outstanding that (x) such Note will be debt for United States federal income tax purposes or (y) the transfer by the Depositor of such Certificate will not cause the Issuer to be treated as an association or publicly traded partnership taxable as a corporation.

  • Servicing Transfer Event means any of the events specified in the Servicing Agreement, whereby the servicing of the Mortgage Loan is required to be transferred to the Special Servicer from the Master Servicer.

  • Trust Receipt shall have the meaning set forth in the Custodial Agreement.

  • Indenture Trustee Fee means a fee that is separately agreed to between the Master Servicer and the Indenture Trustee.

  • Lead Depositor means the Depositor under the Lead Securitization Servicing Agreement.

  • Non-Lead Servicer means any Non-Lead Master Servicer or Non-Lead Special Servicer, as the context may require.

  • Securities Administrator Xxxxx Fargo Bank, N.A., or its successor in interest, or any successor securities administrator appointed as herein provided.

  • Non-Lead Servicing Agreement means the pooling and servicing agreement, trust and servicing agreement or other similar agreement to be entered into in connection with a Non-Lead Securitization Note.

  • Directing Certificateholder means the “Controlling Class Certificateholder” or other analogous term as defined in the Lead Securitization Servicing Agreement.