Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements.
Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements. You are not required to take a distribution from your Xxxx XXX during your lifetime. At your death, however, your beneficiaries must begin taking distributions in accordance with Article V and section 9.07 of this article. We will make no distributions to you from your Xxxx XXX until you provide us with a written request for a distribution on a form provided by or acceptable to us.
Withdrawals or Transfers. The Member shall not be entitled to withdraw from the Company without the consent of the Board or as otherwise provided in this Agreement. In the event of the Member’s withdrawal from the Company or transfer of all of its limited liability company interest in the Company, the Member shall, pursuant to the terms of this Agreement, cause a successor Member to be admitted to the Company as a member of the Company effective immediately prior to the time of the withdrawal or transfer upon such Person’s execution of a counterpart signature page to this Agreement, and, where such successor Member is not an Affiliate, shall be subject to the conditions set forth in Section 6.04. The Company shall notify the Ratings Agencies of any transfer of limited liability company interests in the Company or withdrawal of the Member. The Member's withdrawal or transfer shall become effective immediately following the admission of a successor Member.
Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements. We may allow the return of mistaken distributions if there is clear and convincing evidence that the amounts distributed from the HSA were because of a mistake of fact due to reasonable cause. In determining whether this standard has been met, we may rely on your representation that the distribution was, in fact, a mistake. In no event will we restrict HSA distributions to pay or reimburse only your qualified medical expenses. We may, however, on a case- by-case basis or as a matter of policy, place reasonable restrictions on both the frequency and the minimum amount of distributions from the HSA. We may establish a policy whereby having a zero balance in your HSA may not cause the HSA to be closed. At our discretion, future contributions may be made to the HSA until you instruct us to close the HSA.
Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable to the custodian. The method of distribution must be specified in writing or in any other method acceptable to the custodian. The tax identification number of the designated beneficiary or death beneficiary must be provided to the custodian before the custodian is obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements.
Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identifica- tion number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements. You are not required to take a distribution from your Xxxx XXX at age 70½. At your death, however, your beneficiaries must begin taking distributions in accordance with Article V and Sec- tion 9.07 of this article. We will make no distributions to you from your Xxxx XXX until you provide us with a written request for a distribution on a form provided by or acceptable to us.
Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements. We shall, from time to time, in accordance with instructions received in a form and manner acceptable to us from you (or the beneficiary following the death of the Depositor), make distributions out of the custodial account in the manner and amounts specified in such instructions. All such instructions shall be deemed to constitute a certification by you (or the beneficiary following your death) that the distribution directed is one that you (or the beneficiary following you’re your death) is permitted to receive. Notwithstanding any other provision of this agreement, we assume (and shall have) no responsibility to make any distribution to you (or the beneficiary) unless and until such instructions specify the occasion for such distribution. Prior to making any such distribution from the custodial account, we shall be furnished with any and all applications, certificates, tax waivers, signature guarantees, and other documents (including proof of any legal representative’s authority) deemed necessary or advisable by us, but we shall not be liable for complying with instructions which appear to be genuine, or for refusing to comply if not satisfied such instructions are genuine, and assumes (and shall have) no duty of further inquiry. In the event of a dispute as to the capacity of the Depositor or of the your agent (or a dispute as to the capacity, status, or designation of a beneficiary following your death), we shall be furnished with any and all court orders, agreements, or other documents deemed necessary or advisable by us in our sole and complete discretion, and we shall not be required to make any distribution while such dispute is ongoing or unresolved in our sole and complete judgment, nor shall we be liable in any way for damages or losses, including, but not limited to, market losses, caused by the refusal to make distributions while such dispute is ongoing or unresolved in our sole and complete judgment; provided, however, nothing here...
Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable to the Trustee. The method of distribution must be specified in writing or in any other method acceptable to the Trustee. Withdrawals will be subject to all laws and regulations, including, but not limited to, possible early distribution penalty taxes, penalties, or withholding requirements.
Withdrawals or Transfers. You may request a withdrawal or transfer from your HSA. Forms for requesting distributions or transfers are available from your online account. You may request distributions from your HSA for any purpose. Distributions may be subject to income and penalty taxes. You are solely responsible for any tax consequences of a distribution from your HSA.
Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements. You are not required to take a distribution from your Xxxx XXX during your lifetime. At your death, however, your beneficiaries must begin taking distributions in accordance with Article V and section 9.07 of this article. We will make no distributions to you from your Xxxx XXX until you provide us with a written request for a distribution on a form provided by or acceptable to us. GENERAL INSTRUCTIONS Section references are to the Internal Revenue Code unless otherwise noted. PURPOSE OF FORM Form 5305-RA is a model custodial account agreement that meets the requirements of section 408A. However, only Articles I through VIII have been reviewed by the IRS. A Xxxx individual retirement account (Xxxx XXX) is established after the form is fully executed by both the individual (depositor) and the custodian. This account must be created in the United States for the exclusive benefit of the depositor and his or her beneficiaries. Do not file Form 5305-RA with the IRS. Instead, keep it with your records. Unlike contributions to Traditional individual retirement arrangements, contributions to a Xxxx XXX are not deductible from the depositor’s gross income; and distributions after five years that are made when the depositor is 59½ years of age or older or on account of death, disability, or the purchase of a home by a first-time homebuyer (limited to $10,000), are not includible in gross income. For more information on Xxxx IRAs, including the required disclosures the custodian must give the depositor, see Pub. 590-A, Contributions to Individual Retirement Arrangements (IRAs), and Pub. 590-B, Distributions from Individual Retirement Arrangements (IRAs).
