Common use of Separate Accounting (Multiple Beneficiaries) Clause in Contracts

Separate Accounting (Multiple Beneficiaries). If separate accounting applies, the rules above apply to you based on whether you are a designated beneficiary, an eligible designated beneficiary, or not a designated beneficiary.

Appears in 3 contracts

Sources: Roth Beneficiary Ira Amendment, Traditional Beneficiary Ira Amendment, Roth Beneficiary Ira Amendment

Separate Accounting (Multiple Beneficiaries). If separate accounting applies, the rules above apply to you based on whether you are a designated beneficiary, an eligible designated beneficiary, or not a designated beneficiary. Federal Income Tax Status of Distributions.

Appears in 1 contract

Sources: Traditional Beneficiary Ira Amendment