Written Election. At the time you make a rollover or conversion to a Xxxx XXX, you must designate in writing to the custodian your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Written Election. At the time you make a rollover to an IRA, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Written Election. At the time you make a rollover to an HSA, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Written Election. When making a rollover or conversion contribution, you must do so in writing and understand that is an irrevocable election, pursuant to the requirements of Section 1.402(a)(5)-1T of the IRS regulations, and we will treat the contribution as a rollover or conversion contribution. Note: The rules regarding tax-free rollovers are complex and subject to frequent change; you should consult a professional tax advisor if you are considering a rollover.
Written Election. At the time you make a proper rollover to an XXX, you must designate in writing to the custodian, Apex Clearing, your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable. Deposits in excess of the annual contribution limits that are received without XXX Contribution Forms will be deposited and reported to the IRS as Rollover contributions. Please note that due to the IRS mandated correction filing deadline of July 31, requests to make changes to contribution coding must be received by the close of business on the 2nd Friday in July and accompanied by a completed XXX Contribution Form. Any correction that needs to be made after this reporting deadline will be the responsibility of the XXX Owner and must be handled directly with the IRS.
Written Election. At the time you make a rollover to an inherited XXX, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Written Election. At the time you make a proper rollover to an IRA, or conversion to a Xxxx XXX, you must designate to the Custodian, in writing, your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Written Election. Either the Company or Consultant may terminate this Agreement at any time, without cause, upon sixty (60) calendar days prior written notice to the other party.
Written Election. At the time you make a proper rollover to an IRA, you must designate in writing to the custodian, Apex Clearing, your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable. Deposits in excess of the annual contribution limits that are received without IRA Contribution Forms will be deposited and reported to the IRS as Rollover contributions. Please note that due to the IRS mandated correction filing deadline of July 31, requests to make changes to contribution coding must be received by the close of business on the 2nd Friday in July and accompanied by a completed IRA Contribution Form. Any correction that needs to be made after this reporting deadline will be the responsibility of the IRA Owner and must be handled directly with the IRS.
Written Election. An eligible Member of the Plan electing to participate in the DROP program must complete and execute a “DROP Election Form” prepared by the South Fayette Township Manager and/or the plan administrator, which shall evidence the Member’s participation in the DROP program, and document the Participant’s rights and obligations under the DROP. The form must be signed by the Member and the Chief Administrative Officer of the Plan and submitted to South Fayette Township, within 30 days of the date on which the member wishes the DROP election to be effective. The DROP Election Form shall include an irrevocable notice to the Township of South Fayette by the Member, that the Member shall terminate from employment with the South Fayette Township Police Department effective on a specific date three (3) years from the effective date of the DROP election. In addition, all retirement documents required by the South Fayette Township Police Pension Plan Administrator must be filed and presented to the South Fayette Township Commissioners for approval of retirement and commencement of the monthly pension benefit. Once the retirement application has been approved by the Commissioners, it shall become irrevocable. After a Member enters the DROP program, contributions to the pension plan by the Participant and the Township will cease; and the amount of the monthly benefits will be frozen except for any applicable Cost-of-Living Adjustment (COLA) increases awarded to all pension recipients. Members shall be advised to consult a Tax Advisor, of their choice, prior to considering the DROP program, as there may be serious tax implications and/or consequences to participating in the DROP program.
