Trustee Transfer definition

Trustee Transfer means (a) a transfer to the Custodian of an amount by the custodian of a retirement plan qualified for tax-favored treatment under Section 401(a) of the Code or by the trustee(s) of a trust forming part of such a plan, which plan provides for such transfer; or (b) a Direct Rollover within the meaning of Section 402(c)(8)(B) of the Code; provided that with respect to any withdrawal or distribution from the Plan, a Participant may elect a transfer to only one eligible retirement plan, except as may otherwise be determined by the Administrator, in a uniform and nondiscriminatory manner.
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Trustee Transfer means a contribution of a distribution described in Code Sections 220(f)(5) or 223(f)(5) from an Xxxxxx MSA or an HSA, respectively, benefiting the Account Owner. If a Rollover Contribution occurs, then funds must be deposited into the Account within 60 days after the date of the distribution from the Xxxxxx MSA or HSA.
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Trustee Transfer means (a) a transfer to the Trustee of an amount by the trustee of a retirement plan qualified for tax-favored treatment under Section 401(a) of the Code or by the trustee(s) of a trust forming part of such a plan, which plan provides for such transfer; or (b) a transfer from the Plan Administrator of an amount for the benefit of a Participant to the custodian of an eligible retirement plan within the meaning of Section 402(c)(8)(B) of the Code, provided such plan provides for the receipt of such transfers.
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Examples of Trustee Transfer in a sentence

  • Maintain an office or agency (which may be an office of the Trustee, Transfer Agent and Registrar or co-registrar) where Notes may be surrendered for registration of transfer or exchange, where notices and demands to or upon the Issuer in respect of the Notes and this Indenture may be served, and where, at any time when the Issuer is obligated to make a payment of principal and premium upon the Notes, the Notes may be surrendered for payment.

  • The Auditors shall have access to the books, papers, accounts and vouchers of the Scheme, whether kept at the office of the Management Company, Trustee, Transfer Agent, ATLs or elsewhere and shall be entitled to require from the Management Company, Trustee and their directors, officers and agents such information and explanations as considered necessary for the performance of audit.

  • Mail this Trustee Transfer Form to your current Trustee/Custodian.

  • The Trustee, Transfer Agent and Paying Agent will forward to the Registrar any Notes surrendered to them for registration of transfer, exchange, replacement, cancellation or payment.

  • Receive a Trustee Transfer of the entire taxable portion of ther DROP account to their IRA or other tax qualified account.

  • The member would instruct Pension Administration regarding the amount to Trustee Transfer and the amount he or she wants to receive as a Direct Refund.

  • Although economic activity rates have fluctuated over time, the long term trend shows that economic activity rates have been increasing by around 0.4 percentage points per annum which is consistent with PBA’s assumptions.

  • Receive a direct payment and a Trustee Transfer totaling their entire DROP account.

  • The Bank of New York Mellon shall initially act as Trustee, Transfer Agent, Registrar and Paying Agent with respect to the Designated Securities.

  • Maintain an office or agency (which may be an office of the Indenture Trustee, Transfer Agent and Registrar or co-registrar) where Securities may be surrendered for registration of transfer or exchange, and where, at any time when the Issuer is obligated to make a payment of principal and premium upon the Notes, the Notes may be surrendered for payment.


More Definitions of Trustee Transfer

Trustee Transfer means (a) a transfer to the Trustee of an amount of an eligible rollover distribution as described in Section 402(c) of the Code (or its predecessor) by the trustee of a retirement plan qualified for tax-favored treatment under Section 401(a) of the Code or by the trustee of a trust forming part of such a plan, which plan provides for such transfer but shall not include an amount from a plan described in Sections 403(b), 408(a), 408(b), or 457(b) of the Code; or (b) a transfer from the Trust of an amount of an eligible rollover distribution as described in Section 402(c) of the Code for the benefit of a Participant to the custodian of an eligible retirement plan within the meaning of Section 402(c)(8)(B) of the Code, provided such plan provides for the receipt of such transfers.
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Trustee Transfer means: (a) a transfer to the Custodian of an amount by the custodian of a retirement plan qualified for tax-favored treatment under Section 401(a) of the Code or by the trustee(s) of a trust forming part of such a plan, which plan provides for such transfer; or (b) a Direct Rollover within the meaning of Section 402(c)(8)(B) of the Code; provided that with respect to any withdrawal or distribution from the Plan, a Participant may elect a transfer to only one eligible retirement plan, except as may otherwise be determined by the Administrator, in a uniform and nondiscriminatory manner.
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Trustee Transfer means a direct transfer of assets from the trustee or custodian of any other plan of the type defined in section 414(i) or (j) of the Code (including an employee stock ownership plan that satisfies the requirements of Section 301(d) of the Tax Reduction Act of 1975) the trust or custodial account forming part of which is qualified under section 401(a) of the Code and, if applicable, section 401(d) of the Code or from a qualified annuity plan described in section 403(a) of the Code, other than a "direct transfer of an eligible rollover distribution" as described in section 401(a)(31) of the Code.
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Trustee Transfer means a transfer from the Custodian of an amount, elected by and for the benefit of a Participant, to the custodian of an eligible retirement plan, within the meaning of Section 402(c)(8)(B) of the Code; provided that with respect to any withdrawal or distribution from the Plan, a Participant may elect a transfer to only one eligible retirement plan, except as may otherwise be determined by the Committee, in a uniform and nondiscriminatory manner.
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Related to Trustee Transfer

  • Trustee Mortgage Files With respect to each Mortgage Loan, the Mortgage Documents to be retained in the custody and possession of the Trustee or the Custodian on behalf of the Trustee pursuant to the Custodial Agreement.

  • Property Trustee Account has the meaning set forth in Section 3.8(c).

  • Fannie Mae Transfer As defined in Section 13 hereof.

  • Trustee Mortgage File The mortgage documents listed in Section 2.01 hereof pertaining to a particular Mortgage Loan and any additional documents required to be added to the Trustee Mortgage File pursuant to this Agreement.

  • Trustee Agreement means the trustee agreement entered into on or before the Issue Date, between the Issuer and the Trustee, or any replacement trustee agreement entered into after the Issue Date between the Issuer and a trustee, regarding, inter alia, the remuneration payable to the Trustee or a replacement trustee.

  • Servicing Transfer Any transfer of the servicing by a Prior Servicer of Mortgage Loans to the Servicer under this Agreement.

  • Lead Securitization Directing Certificateholder means the “Directing Certificateholder” as defined in the Lead Securitization Servicing Agreement.

  • Trustee/Certificate Administrator Fee With respect to each Mortgage Loan and for any Distribution Date, an amount accrued during the related Interest Accrual Period at the Trustee/Certificate Administrator Fee Rate on, in the case of the initial Distribution Date, the Cut-Off Date Balance of such Mortgage Loan and, in the case of any subsequent Distribution Date, the Stated Principal Balance of such Mortgage Loan as of the close of business on the Distribution Date in the related Interest Accrual Period; provided that such amounts shall be computed for the same period and on the same interest accrual basis respecting which any related interest payment due or deemed due on the related Mortgage Loan is computed and shall be prorated for partial periods. For the avoidance of doubt, the Trustee/Certificate Administrator Fee shall be payable from the Lower-Tier REMIC.

  • NIM Trustee The trustee for the NIM Securities.

  • Shareholder Servicing Agent shall have the meaning designated in Section 5.2(f) hereof.

  • Successor Trustee means a successor Trustee possessing the qualifications to act as Trustee under Section 4.01.

  • Successor Trust means Continental Airlines Pass Through Trust 1997-4B-S.

  • Depositor means Advisors Asset Management, Inc. and its successors in interest, or any successor depositor appointed as hereinafter provided."

  • Indenture Trust Estate means all money, instruments, rights and other property that are subject or intended to be subject to the lien and security interest of the Indenture for the benefit of the Noteholders (including all Collateral Granted to the Indenture Trustee), including all proceeds thereof.

  • Additional Certificates has the meaning specified in Section 8.01(d).

  • Non-Lead Securitization Trust means the Securitization Trust into which any Non-Lead Securitization Note is deposited.

  • Initial Certificate Transfer Opinion means an opinion rendered by nationally recognized tax counsel (i) upon the initial transfer by the Depositor of a Certificate that results in the Issuer being treated as a partnership for United States federal income tax purposes and (ii) while any Note retained by the Issuer or a Person that is considered the same Person as the Issuer for United States federal income tax purposes is outstanding that (x) such Note will be debt for United States federal income tax purposes or (y) the transfer by the Depositor of such Certificate will not cause the Issuer to be treated as an association or publicly traded partnership taxable as a corporation.

  • Servicing Transfer Event means any of the events specified in the Servicing Agreement, whereby the servicing of the Mortgage Loan is required to be transferred to the Special Servicer from the Master Servicer.

  • Trust Receipt shall have the meaning set forth in the Custodial Agreement.

  • Indenture Trustee Fee means a fee that is separately agreed to between the Master Servicer and the Indenture Trustee.

  • Lead Depositor means the Depositor under the Lead Securitization Servicing Agreement.

  • or "INSTITUTIONAL TRUSTEE means the Trustee;

  • Non-Lead Servicer means any Non-Lead Master Servicer or Non-Lead Special Servicer, as the context may require.

  • Freddie Mac Transfer As defined in Section 13 hereof.

  • Securities Administrator Xxxxx Fargo Bank, N.A., or its successor in interest, or any successor securities administrator appointed as herein provided.

  • medical certificate means a certificate signed by a medical practitioner.