Specific Instructions. Article IV.--Distributions made under this article may be made in a single sum, periodic payment, or a combination of both. The distribution option should be reviewed in the year the participant reaches age 70 1/2 to ensure that the requirements of section 408(a)(6) have been met.
Appears in 5 contracts
Samples: Custodial Agreement, Simple Ira, Simple Ira
Specific Instructions. Article IV.--Distributions IV – Distributions made under this article may be made in a single sum, periodic payment, or a combination of both. The distribution option should be reviewed in the year the participant reaches age 70 1/2 70½ to ensure that the requirements of section 408(a)(6) have been met.
Appears in 3 contracts
Samples: services.federatedhermes.com, selectedfunds.com, Simple Individual Retirement Custodial Account Agreement
Specific Instructions. Article IV.--Distributions IV.-Distributions made under this article may be made in a single sum, periodic payment, or a combination of both. The distribution option should be reviewed in the year the participant reaches age 70 1/2 to ½ or 72 (See Article IV 4.4 above) -to ensure that the requirements of section 408(a)(6) have been met.
Appears in 2 contracts
Samples: Simple Ira, Custodial Agreement
Specific Instructions. Article IV.--Distributions IV. Distributions made under this article may be made in a single sum, periodic payment, or a combination of both. The distribution option should be reviewed in the year the participant reaches age 70 1/2 701/2 to ensure that the requirements of section 408(a)(6) have been met.
Appears in 2 contracts
Samples: Custodial Agreement, www.saturna.com
Specific Instructions. Article IV.--Distributions IV.-—Distributions made under this article may be made in a single sum, periodic payment, or a combination of both. The distribution option should be reviewed in the year the participant reaches age 70 1/2 to ensure that the requirements of section 408(a)(6) have been met.
Appears in 2 contracts
Samples: content.lincolninvestment.com, content.lincolninvestment.com
Specific Instructions. Article IV.--Distributions IV. Distributions made under this article may be made in a single sum, periodic payment, or a combination of both. The distribution option should be reviewed in the year the participant Depositor reaches age 70 1/2 ½ to ensure that the requirements of section 408(a)(6) have been met.
Appears in 2 contracts
Samples: Traditional Individual Retirement Custodial Agreement, Traditional Individual Retirement Custodial Agreement
Specific Instructions. Article IV.--Distributions IV. Distributions made under this article may be made in a single sum, periodic payment, or a combination of both. The distribution option should be reviewed in the year the participant depositor reaches age 70 1/2 701/2 to ensure that the requirements of section 408(a)(6408(a) (6) have been met.
Appears in 1 contract
Specific Instructions. Article IV.--Distributions IV. Distributions made under this article may be made in a single sum, periodic payment, or a combination of both. The distribution option should be reviewed in the year the participant Depositor reaches age 70 1/2 70½ to ensure that the requirements of section 408(a)(6) have been met.
Appears in 1 contract
Specific Instructions. Article IV.--Distributions IV. Distributions made under this article may be made in a single sum, periodic payment, or a combination of both. The distribution option should be reviewed in the year the participant Participant reaches age 70 1/2 701⁄2 to ensure that the requirements of section 408(a)(6) have been met.
Appears in 1 contract
Samples: Custodial Agreement
Specific Instructions. Article IV.--Distributions IV. Distributions made under this article may be made in a single sum, periodic payment, or a combination of both. The distribution option should be reviewed in the year the participant Participant reaches age 70 1/2 701/2 to ensure that the requirements of section 408(a)(6) have been met.
Appears in 1 contract
Samples: Adoption Agreement
