Age Restrictions. For 403(b) TSA contracts, the Owner must be at least age 59½, separated from service, or disabled or the contract must hold only rollover funds or unrestricted employer contributions. No age restrictions on other tax qualified or non-qualified annuity contracts.
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Sources: Easy Systematic Payment (Esp) Program Election Agreement, Easy Systematic Payment Program Election Agreement, Esp Program Election Agreement
Age Restrictions. For 403(b) TSA contracts, the Owner must be at least age 59½, separated from service, or disabled or the contract must hold only rollover funds or unrestricted employer contributionscontributions . No age restrictions on other tax qualified or non-non- qualified annuity contracts. 3.
Appears in 1 contract
Sources: Easy Systematic Payment (Esp) Program Election Agreement
Age Restrictions. For 403(b) TSA contracts, the Owner must be at least age 59½, separated from service, or disabled or the contract must hold only rollover funds or unrestricted employer contributions. No age restrictions on other tax qualified or non-qualified annuity contracts. 3.
Appears in 1 contract
Sources: Easy Systematic Payment (Esp) Program Election Agreement