Examples of Qualified Joint and Survivor Annuity in a sentence
If a form of benefit other than the Qualified Joint and Survivor Annuity is elected, spousal consent must be obtained.
Your Thrivent representative will provide you with the required participant-specific benefit illustration to accompany the Qualified Joint and Survivor Annuity Notice.
Due to the tax consequences, I have been advised to seek competent tax advice pertaining to this distribution.Notice to Qualified Plan Trustee(s) - Trustee(s) of Qualified Retirement Plans (such as Money Purchase Plans, Profit Sharing Plans, 401(k) Plans, Defined Benefit Plans, etc.) or 457(b) Plans must provide the Qualified Joint and Survivor Annuity Notice, when applicable, to plan participants.
This plan is not subject to the Qualified Joint and Survivor Annuity requirements.
The provisions of this Section apply if the Employer has elected in the Adoption Agreement to apply the Joint and Survivor Annuity requirement to a Participant, but the Qualified Joint and Survivor Annuity is not the normal form of distribution.