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
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
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
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
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
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