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Common use of Beneficiary Rollovers from Employer-Sponsored Retirement Plans Clause in Contracts

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiary, nonspouse Beneficiary, or the trustee of an eligible type of trust named as Beneficiary of a deceased employer plan participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, or 457(b) governmental deferred compensation plan to an inherited IRA. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

Appears in 41 contracts

Samples: Ira Prototype Plan Agreement, Ira Prototype Plan Agreement, Ira Prototype Plan Agreement

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Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynonspouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer plan participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, or 457(b) governmental deferred compensation plan to an inherited IRA. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

Appears in 22 contracts

Samples: Ira Kit Agreement, Individual Retirement Custodial Account Agreement, Ira Kit Agreement

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiary, or nonspouse Beneficiarybeneficiary of a deceased employer-sponsored retirement plan participant, or the trustee of an eligible type of trust named as Beneficiary beneficiary of a deceased employer plan such participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited IRA, as permitted by the IRS. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

Appears in 14 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Trust Account Agreement, Individual Retirement Account Custodial Agreement

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiary, or nonspouse Beneficiarybeneficiary of a deceased employer- sponsored retirement plan participant, or the trustee of an eligible type of trust named as Beneficiary beneficiary of a deceased employer plan such participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited IRA, as permitted by the IRS. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

Appears in 8 contracts

Samples: Traditional Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Trust Account Agreement

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynonspouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer-sponsored retirement plan participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited IRA. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

Appears in 7 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Traditional and Roth Ira Plan Agreement & Disclosure

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynon-spouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer- sponsored retirement plan participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited IRAXXX. The IRA XXX must be maintained as an inherited IRAXXX, subject to the beneficiary distribution requirements.

Appears in 5 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Ira or Sep Account Application & Agreement

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynonspouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer-sponsored retirement plan participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited IRAXXX. The IRA XXX must be maintained as an inherited IRAXXX, subject to the beneficiary distribution requirements.

Appears in 5 contracts

Samples: Traditional Ira Adoption Agreement, Individual Retirement Custodial Account Agreement, Traditional Ira Adoption Agreement

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiary, or nonspouse Beneficiarybeneficiary of a deceased employer-sponsored retirement plan participant, or the trustee of trusteeof an eligible type of trust named trustnamed as Beneficiary beneficiary of a deceased employer plan such participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited IRA, as permitted by the IRS. The IRA must be mustbe maintained as an inherited IRA, subject to subjectto the beneficiary distribution requirements.

Appears in 4 contracts

Samples: Ira Plan Agreement & Disclosure, Ira Plan Agreement & Disclosure, Traditional and Roth Ira Plan Agreement & Disclosure

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynonspouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer‐sponsored retirement plan participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered tax‐sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited IRAXXX. The IRA XXX must be maintained as an inherited IRAXXX, subject to the beneficiary distribution requirements.

Appears in 4 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynonspouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer- sponsored retirement plan participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited IRA. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

Appears in 3 contracts

Samples: Individual Retirement Custodial Account Agreement, Traditional Ira, Rollover, or Sep Account Agreement, Custodial Agreement

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiary, or nonspouse Beneficiarybeneficiary of a deceased employer‐sponsored retirement plan participant, or the trustee of an eligible type of trust named as Beneficiary beneficiary of a deceased employer plan such participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered tax‐sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited IRA, as permitted by the IRS. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

Appears in 2 contracts

Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiary, nonspouse Beneficiaryor non-spouse beneficiary of a deceased employer-sponsored retirement plan participant, or the trustee of an eligible type of trust named as Beneficiary beneficiary of a deceased employer plan such participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited IRA, as permitted by the IRS. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

Appears in 2 contracts

Samples: Traditional Ira Custodial Document, Individual Retirement Custodial Account Agreement

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Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynonspouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer- sponsored retirement plan participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited SEP IRA. The SEP IRA must be maintained as an inherited SEP IRA, subject to the beneficiary distribution requirements.

Appears in 1 contract

Samples: Custodial Agreement

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynonspouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer- sponsored retirement plan participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited IRA. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution distribu- tion requirements.

Appears in 1 contract

Samples: Traditional Ira Plan Agreement

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiary, nonspouse Beneficiary, or the trustee of an eligible type of trust named as Beneficiary of a deceased employer plan participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, or 457(b) governmental deferred compensation plan to an inherited IRAXXX. The IRA XXX must be maintained as an inherited IRAXXX, subject to the beneficiary distribution requirements.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynonspouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer-sponsored retirement plan participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-tax- sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited IRA. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiary, or nonspouse Beneficiarybeneficiary of a deceased employer- sponsored retirement plan participant, or the trustee of an eligible type of trust named as Beneficiary beneficiary of a deceased employer plan such participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-tax- sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited IRA, as permitted by the IRS. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynon-spouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer- sponsored retirement plan participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited IRA. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

Appears in 1 contract

Samples: Round Ira Client Agreements

Beneficiary Rollovers from Employer-Sponsored Retirement Plans. If you are a spouse Beneficiaryspouse, nonspouse Beneficiarynonspouse, or the trustee of an eligible type of qualified trust named as Beneficiary beneficiary of a deceased employer employer‐sponsored retirement plan participant, you may directly roll over inherited assets from a qualified retirement plan, 403(a) annuity, 403(b) tax-sheltered tax‐sheltered annuity, or 457(b) eligible governmental deferred compensation plan to an inherited IRA. The IRA must be maintained as an inherited IRA, subject to the beneficiary distribution requirements.

Appears in 1 contract

Samples: Individual Retirement Custodial Account Agreement