Common use of Eligible Rollover Distribution Clause in Contracts

Eligible Rollover Distribution. Any distribution qualifying as an “eligible rollover distribution” under Section 403(b)(8) of the Code.

Appears in 3 contracts

Sources: Client Services Agreement, Client Services Agreement, Client Services Agreement

Eligible Rollover Distribution. Any distribution qualifying as an “eligible rollover distribution” under Code Section 403(b)(8402(c) and §1.402(c)-2. Other distribution amounts may be excluded from the definition of Eligible Rollover Distribution, as required by the CodeCode and the regulations thereunder.

Appears in 1 contract

Sources: Individual Custodial Account Agreement

Eligible Rollover Distribution. Any distribution qualifying as an “eligible rollover distribution” under Section 403(b)(8457(b) of the Code.

Appears in 1 contract

Sources: Client Services Agreement

Eligible Rollover Distribution. Any distribution qualifying as an “eligible rollover distribution” under Section 403(b)(8§ 402(c) of the Code, and the regulations thereunder.

Appears in 1 contract

Sources: 403(b)(7) Individual Custodial Account Agreement