Five-Year Holding Period. The five-year holding period begins with the earlier of the first year for which you made any regular Xxxx XXX contribution, the first year in which you made a conversion from a traditional XXX to any Xxxx XXX, the first year of a rollover or direct rollover of designated Xxxx account assets to any Xxxx XXX, or the first year of a rollover or direct rollover of ERP assets to any Xxxx XXX, the first year of a qualified distribution repayment to any Xxxx XXX, or the first year of any other contribution treated as a qualified rollover contribution.
Appears in 3 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
Five-Year Holding Period. The five-year holding period begins with the earlier of the first year for which you made any regular Xxxx XXX contribution, the first year in which you made a conversion from a traditional XXX IRA to any Xxxx XXX, the first year of a rollover or direct rollover of designated Xxxx account assets to any Xxxx XXX, or the first year of a rollover or direct rollover of ERP assets to any Xxxx XXX, the first year of a qualified distribution repayment to any Xxxx XXX, or the first year of any other contribution treated as a qualified rollover contribution.
Appears in 2 contracts
Samples: Customer Agreement, Customer Agreement
Five-Year Holding Period. The five-year holding period begins with the earlier of the first year for which you made any regular Xxxx XXX contribution, the first year in which you made a conversion from a traditional XXX to any Xxxx XXX, the first year of a rollover or direct rollover of designated Xxxx account assets to any Xxxx XXX, or the first year of a rollover or direct rollover of ERP assets to any Xxxx XXX, the first year of a qualified distribution repayment to any Xxxx XXX, or the first year of any other contribution treated as a qualified rollover contribution.
Appears in 2 contracts
Samples: Customer Agreement, Customer Agreement
Five-Year Holding Period. The five-year holding period begins with the earlier of the first year for which you made any regular Xxxx XXX contribution, the first year in which you made a conversion from a traditional XXX IRA to any Xxxx XXX, the first year of a rollover or direct rollover of designated Xxxx account assets to any Xxxx XXX, or the first year of a rollover or direct rollover of ERP assets to any Xxxx XXX, the first year of a qualified distribution repayment to any Xxxx XXX, or the first year of any other contribution treated as a qualified rollover contribution.
Appears in 1 contract
Samples: Customer Agreement
