Common use of Allocation and Valuation of Accounts Clause in Contracts

Allocation and Valuation of Accounts. Information Statements from Employer 4.01 Allocation of Salary Deferral Contributions 4.02 Allocation of Catch-up Salary Deferral Contributions 4.03 Allocation of After-Tax Contributions 4.04 Allocation of Matching Contributions 4.05 Allocation of Supplemental Contributions 4.06 Allocation of QNECs 4.07 Allocation of Forfeitures 4.08 Valuation of Accounts 4.09 No Rights Unless Otherwise Prescribed 4.10 Retirement Benefit 5.01 Death Benefit 5.02 Distribution Method 5.03 Immediate Payment of Small Amount Upon Separation From Service 5.04 Direct Rollover Option 5.05 Time of Distribution 5.06 Consent to Distribution 5.07 Information Provided to Participants 5.08 Designation of Beneficiary 5.09 Distributions to Minors and Incapacitated Persons 5.10 Distributions Pursuant to Qualified Domestic Relations Orders 5.11 Claims Review Procedures; Claims Appeal Procedures 5.12 Disability Benefit Claims Review and Appeal Procedures 5.13

Allocation and Valuation of Accounts. Information Statements from Employer 4.01 Allocation of Salary Deferral Contributions 4.02 Allocation of Catch-up Salary Deferral Contributions 4.03 Allocation of After-Tax Matching Contributions 4.04 Allocation of Matching Supplemental Contributions 4.05 Allocation of Supplemental Contributions QNECs 4.06 Allocation of QNECs Forfeitures 4.07 Allocation of Forfeitures 4.08 Valuation of Accounts 4.09 4.08 No Rights Unless Otherwise Prescribed 4.10 Retirement 4.09 Benefit Upon Separation From Service 5.01 Death Benefit 5.02 Distribution Method Available 5.02 Direct Rollover Option 5.03 Required Distribution 5.04 Consent to Distribution Upon Separation From Service 5.05 Information Provided to Participants and Former Participants 5.06 Immediate Payment of Small Amount Upon Separation From Service 5.04 Direct Rollover Option 5.05 Time of Distribution 5.06 Consent to Distribution Benefit 5.07 Information Provided to Participants 5.08 Designation of Beneficiary 5.08 Distribution for Incapacitated Person or a Minor 5.09 Distributions to Minors and Incapacitated Persons 5.10 Distributions Distribution Pursuant to Qualified Domestic Relations Orders 5.11 Order 5.10 Claims Review Procedures; Claims Appeal Procedures 5.12 5.11 Disability Benefit Claims Review and Appeal Procedures 5.135.12

Allocation and Valuation of Accounts. Information Statements from Employer 4.01 Allocation of Salary Deferral Contributions Contribution 4.02 Allocation of Catch-up Salary Deferral Contributions Contribution 4.03 Allocation of After-Tax Contributions Matching Contribution 4.04 Allocation of Matching Contributions Supplemental Contribution 4.05 Allocation of Supplemental Contributions QNEC 4.06 Allocation of QNECs Forfeitures 4.07 Allocation of Forfeitures 4.08 Valuation of Accounts 4.09 4.08 No Rights Unless Otherwise Prescribed 4.10 4.09 Retirement Benefit 5.01 Death Benefit 5.02 Distribution Method Methods Available 5.03 Immediate Lump Sum Payment of Small Amount Amounts Upon Separation From Service 5.04 Form of Payment 5.05 Direct Rollover Option 5.05 Time of Distribution 5.06 Required Distributions 5.07 Consent to Distribution 5.07 Distributions Upon Separation From Service 5.08 Information Provided to Participants 5.08 Members 5.09 Designation of Beneficiary 5.09 5.10 Distributions to Minors and Incapacitated Persons 5.10 Person or Minor 5.11 Distributions Pursuant to Qualified Domestic Relations Orders 5.11 Claims 5.12 Claim Review Procedures; Claims Appeal Procedures 5.12 Disability Benefit Claims Review and Appeal Procedures Appeals Procedure 5.13

Allocation and Valuation of Accounts. Information Statements from Employer 4.01 Allocation of Salary Deferral Contributions 4.02 Allocation of Catch-up Salary Deferral Contributions 4.03 Allocation of After-Tax Contributions 4.04 Allocation of Matching Contributions 4.05 Allocation of Supplemental Contributions 4.06 Allocation of QNECs 4.07 Allocation of Forfeitures 4.08 Valuation of Accounts 4.09 No Rights Unless Otherwise Prescribed 4.10 Retirement Benefit 5.01 Death Benefit 5.02 Distribution Method 5.03 Immediate Payment of Small Amount Upon Separation From Service 5.04 Direct Rollover Option 5.05 Time of Distribution 5.06 Consent to Distribution 5.07 5.06 Information Provided to Participants 5.07 Time of Distributions 5.08 Designation of Beneficiary 5.09 Distributions to Minors and Incapacitated Persons 5.10 Distributions Pursuant to Qualified Domestic Relations Orders 5.11 Claims Review Procedures; Claims Appeal Procedures 5.12 Disability Benefit Claims Review and Appeal Procedures 5.13

Allocation and Valuation of Accounts. Information Statements from Employer 4.01 Allocation of Salary Deferral Contributions 4.02 Allocation of Catch-up Salary Deferral Contributions 4.03 Allocation of After-Tax Matching Contributions 4.04 Allocation of Matching Supplemental Contributions 4.05 Allocation of Supplemental Contributions QNECs 4.06 Allocation of QNECs Forfeitures 4.07 Allocation of Forfeitures 4.08 Valuation of Accounts 4.09 4.08 No Rights Unless Otherwise Prescribed 4.10 4.09 Retirement Benefit 5.01 Death Benefit 5.02 Form of Distribution Method 5.03 Distribution Methods 5.04 Immediate Payment of Small Amount Upon Separation From Service 5.04 5.05 Direct Rollover Option 5.05 Time of Distribution 5.06 Consent to Distribution 5.07 QJSA Requirements 5.08 QPSA Requirements 5.09 Information Provided to Participants 5.08 5.10 Optional Forms of Distribution 5.11 Required Distributions 5.12 Designation of Beneficiary 5.09 5.13 Distributions to Minors and Incapacitated Persons 5.10 5.14 Distributions Pursuant to Qualified Domestic Relations Orders 5.11 5.15 Claims Review Procedures; Claims Appeal Procedures 5.12 5.16 Disability Benefit Claims Review and Appeal Procedures 5.13Procedure 5.17