Yes. Years experience in category of goods or services Company years experience in this category of goods or services? This is an evaluation criterion worth a maximum of 10 points. See RFP for more information. 0 (If applicable, Vendor should add all Authorized Resellers within the TIPS Vendor Portal upon award). EXAMPLE: BIGmart is a reseller of ACME brand televisions. If ACME were a TIPS awarded vendor, then ACME would list BIGmart as a reseller.
Yes. If you die before receiving the balance of your Xxxx XXX, distribution of your remaining account balance is subject to several special rules, depending upon the year of death and whether the beneficiary is an “eligible designated beneficiary.” An eligible designated beneficiary is a surviving spouse, a minor child, chronically ill or disabled, or anyone not listed above who is not more than 10 years younger than the original owner. In the case of a minor child, full distribution must occur within 10 years of the child attaining the age of majority. If you die in 2019 or earlier, or the beneficiary is an eligible designated beneficiary as described above, your remaining interest may begin to be distributed by December 31 of the year following your death over a period not exceeding the life expectancy or expectancies of your designated beneficiary or beneficiaries. The minimum amount that must be distributed is the account value at the close of business on December 31 of the preceding year divided by the life expectancy of the designated beneficiary using the age of the beneficiary in the year following the year of the depositor’s death and subtracting 1 from the divisor for each subsequent year. If you die in 2020 or later, and the beneficiary is not an eligible beneficiary as described above, then full distribution must occur no later than 10 years after the date of death. An eligible designated beneficiary may choose the 10-year distribution option. Two additional distribution options are available if your spouse is the beneficiary: (i) payments to your spouse may commence as late as December 31 of the year you would have attained RMD age and be distributed over a period not exceeding the life expectancy of your spouse, or (ii) your spouse can simply elect to treat your Xxxx XXX as her or his own.
Yes. 2 CFR PART 200 Contract Cost & Price For contracts more than the simplified acquisition threshold currently set at $250,000, a TIPS Member may, in very rare circumstances, be required to negotiate profit as a separate element of the price pursuant to 2 C.F.R. 200.324(b). Under those circumstances, Vendor agrees to provide information and negotiate with the TIPS Member regarding profit as a separate element of the price. However, Vendor certifies that the total price charged by the Vendor shall not exceed the Vendor’s TIPS pricing and pricing terms proposed. Does Vendor Agree? Yes
Yes. Years experience in category of goods or services Company years experience in this category of goods or services? This is an evaluation criterion worth a maximum of 10 points. See RFP for more information. Resellers: Does the vendor have resellers that it will name under this contract? Resellers are defined as other companies that sell your products under an agreement with you, the awarded vendor of TIPS. EXAMPLE: BIGmart is a reseller of ACME brand televisions. If ACME were a TIPS awarded vendor, then ACME would list BIGmart as a reseller. (If applicable, Vendor should add all Authorized Resellers within the TIPS Vendor Portal upon award). No Pricing discount percentage are guaranteed for? Does the vendor agrees to honor the proposed pricing discount percentage off regular catalog (as defined in the RFP document), website, store or shelf pricing for the term of the award? YES
Yes. ✔ No 7a. If yes, attach in Tab 6 supporting documentation from the Office of the Governor.
Yes. You can participate in a SEP (other than a model SEP) even though you participate in another plan of the same employer. However, the combined contribution limits are subject to certain limitations described in section 415 of the Internal Revenue Code. Also, if you work for several employers, you may be covered by the SEP of one employer and a pension or profit-sharing plan of another employer.
Yes. It must provide you with a disclosure statement which contains the following items of information in plain, nontechnical language: (a) the statutory requirements which relate to your XXX; (b) the tax consequences which follow the exercise of various options and what those options are: (c) participation eligibility rules, and rules on deductions for retirement savings; (d) the circumstances and procedures under which you may revoke your XXX, including the name, address, and telephone number of the person designated to receive your notice of revocation (this explanation must be prominently displayed at the beginning of the disclosure statement); (e) explanations of when penalties may be assessed against you because of specified prohibited or penalized activities concerning your XXX; and (f) financial disclosure information which: (1) either projects value growth rates of your XXX under various contribution and retirement schedules, or describes the method of computing and allocating annual earnings and charges which may be assessed; (2) describes whether, and for what period, the growth projections for the plan are guaranteed, or a statement of the earnings rate and terms on which the projection is based; (3) stipulates the sales commission to be charged in each year expressed as a percentage of $1,000.00; and (4) shows the proportional amount of any nondeductible life insurance which may be a feature of your XXX. See Publication 590 available at any IRS office, for a more complete explanation of the disclosure requirements. In addition to this disclosure statement, the financial institution is required to provide you with a financial statement each year. It may be necessary to retain and refer to statements for more than one year in order to evaluate the investment performance of the XXX.
Yes. In addition to the SEP Disclosure Information contained in this document, your employer or plan administrator must provide you with the following information: (a) At the time you become eligible to participate in the SEP your employer or plan administrator must inform you in writing that a SEP agreement has been adopted and state which employees may participate, how employer contributions are allocated, and who can provide you with additional information. (b) Your employer or plan administrator must inform you in writing of all employer contributions to your SEP-XXX (this information must be supplied by January 31st of the year following the year the contribution is made or 30 days after the contribution is made, whichever is later). (c) If your employer amends the SEP, or replaces it with another SEP, the employer or plan administrator must furnish a copy of the amendment or new SEP (with a clear written explanation of its terms and effects) to each participant within 30 days of the date the SEP or amendment becomes effective. (d) If your employer selects or recommends the IRAs into which the SEP contribution will be deposited (or substantially influences you or other employees to choose them) your employer or plan administrator must ensure that a clear written explanation of the terms of those IRAs is provided at the time each employee becomes eligible to participate. The explanation must include information about the terms of those IRAs, such as rates of return, and any restrictions on a participant's ability to roll over, transfer, or withdraw funds from the IRAs (including restrictions that allow rollovers or withdrawal but reduce earnings of the IRAs or impose other penalties). (e) If your employer selects, recommends, or substantially influences you to choose a specific XXX and the XXX prohibits the withdrawal of funds, your employer or plan administrator may be required to provide you with additional information. Regulations promulgated by the Department of Labor under Title I of ERISA should be consulted in this regard.
Yes. Starting in late 2010 and as part of the routine CAV, the IOA will also verify that a written authorization(s) is in place for applicable sales. The IOA will report accordingly to the GSA Contracting Officer for the Schedule contract.
Yes. Certain rules are scheduled to expire after 2010 as part of EGTRRA’s sunset provision. These rules include: the maximum annual Xxxxxxxxx ESA contribution; the AGI limits of the contributor; the definition of qualified education expenses; the deadline for making a contribution for a given year; the coordination of the rules between Xxxxxxxxx ESAs and the Hope Scholarship Credit or Lifetime Learning Credit. However, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 extended the changes made to Xxxxxxxxx ESAs under EGTRRA through 2012 and the American Taxpayer Relief Act of 2012 extended the EGTRRA provisions on a permanent basis. For Office Use Only: Acct.# Office: Reg. Rep: Name for Filing: Hilltop Securities Inc. and/or Broker/Dealers for which it Clears New Account Hilltop Securities Inc. - Member: NYSE/ FINRA/ SIPC Account Update Xxxxxxxxx Education Savings Account Application