Roll-In Processing Sample Clauses
The Roll-In Processing clause defines the process by which additional items, services, or data can be incorporated into an existing agreement or workflow after the initial commencement. Typically, this clause outlines the conditions, procedures, and any necessary approvals required for integrating new elements, such as adding new product lines to a supply contract or including additional data sets in a data processing agreement. Its core practical function is to provide a structured and agreed-upon method for expanding the scope of the agreement, thereby ensuring flexibility while maintaining clarity and control over changes.
Roll-In Processing. The Trustee shall process the qualification of rollover contributions to the Trust. The procedures for qualifying a rollover are directed by the Sponsor and the Trustee shall accept or deny each rollover based upon the Plan’s written criteria and any written guidelines provided by the Sponsor and documented in the Plan Administration Manual. Requests that do not meet the specified criteria will be returned to the Participant with further explanation as to why the request cannot be processed. If the Sponsor or the Trustee determine that a request is not a valid rollover, the full amount of the requested rollover will be distributed to the Participant.
Roll-In Processing. The Trustee shall process the qualification of rollover contributions to the Trust. The procedures for qualifying a rollover are directed by the Sponsor and the Trustee shall accept or deny each rollover based upon the Plan's written criteria and any written guidelines provided by the Administrator and documented in the Plan Administrative Manual, or, if none, as set forth below: To process a rollover request the participant must obtain the signature from the distributing plan, trustee or custodian, on the designated form, certifying that the monies distributed originally came from a qualified plan and have not been commingled with any non-eligible money. If a signature cannot be obtained a signed letter from the distributing plan, trustee or custodian on its Company letterhead will also be acceptable.
Roll-In Processing. The Trustee shall process the qualification of rollover contributions to the Trust. The procedures for qualifying a rollover are directed by the Sponsor and the Trustee shall accept or deny each rollover based upon the Plan's written criteria and any written guidelines provided by the Administrator and documented in the Plan Administrative Manual, or, if none, as set forth below: To process a rollover request the participant must obtain the signature from the distributing plan, trustee or custodian, on the designated form, certifying that the monies distributed originally came from a qualified plan and have not been commingled with any non-eligible money. If a signature cannot be obtained a signed letter from the distributing plan, trustee or custodian on it's Company letterhead will also be acceptable. Requests that do not meet the specified criteria will be returned to the participant with further explanation as to why the request cannot be processed. If the Sponsor or the Trustee determine that a request is not a valid rollover, the full amount of the requested rollover will be distributed to the participant. PROVIDIAN FINANCIAL FIDELITY MANAGEMENT CORPORATION COMPANY By: By: ---------------------------- ------------------------------- Date Vice President Date Schedule "A-1" FORM 5500 SERVICE Effective for Form 5500s and Summary Annual Reports ("SARs") prepared for plan year ending December 31, 2000 and thereafter, Fidelity agrees to provide its Signature Ready Form 5500 Service ("Service"), in accordance with the following:
1. The Sponsor hereby agrees to:
a. Use Fidelity's Non Discrimination Testing Services, which will be performed pursuant to a separate Non Discrimination Testing Services Agreement;
b. Prior to the commencement of the Service, provide Fidelity with a copy of the most recent Form 5500 filed with the Internal Revenue Service ("IRS") and a copy of any prior year's return and/or independent auditor's report, as requested by Fidelity;
c. Provide Fidelity with complete and accurate plan data in the required format, including a completed plan questionnaire ("Questionnaire") as soon as possible after the plan year end;
d. In the event that Fidelity has not received all data required to complete a Form 5500 within three and one half (3 1/2) months after the plan year end, the Sponsor hereby authorizes Fidelity to prepare and execute IRS Form 5558 (Application for Extension) on behalf of the Plan Administrator and file Form 5558 with the IRS ...
Roll-In Processing. The Trustee shall process the qualification of rollover contributions to the Trust. The procedures for qualifying a rollover are directed by the Sponsor and the Trustee shall accept or deny each rollover based upon the Plan's written criteria and any written guidelines provided by the Sponsor and documented in the Plan Administrative Manual. In the absence of specific direction from the Sponsor, the Trustee shall follow the procedures set forth below: To process a rollover request the Participant must obtain the signature from the distributing plan, trustee or custodian, on the designated form, certifying that the monies distributed originally came from a qualified plan and have not been commingled with any non-eligible money. If a signature cannot be obtained a signed letter from the distributing plan, trustee or custodian on its Company letterhead will also be acceptable. Requests that do not meet the specified criteria will be returned to the Participant with further explanation as to why the request cannot be processed. If the Sponsor or the Trustee determine that a request is not a valid rollover, the full amount of the requested rollover will be distributed to the Participant.