REQUEST REASON Sample Clauses

REQUEST REASON. Normal — age 59½ and older, including RMDs and ▇▇▇▇ qualified distributions if applicable Early — under age 59½, no known exceptions SIMPLE IRA Early — use if “2 year rule” and account owner is under age 59½ Education Savings Account — no tax withholding, see instructions Death — from an Inherited/beneficiary IRA or ESA Direct Rollover to an Eligible Employer-Sponsored Plan (e.g. 401(a) qualified plans, 401(k) plans, 403(b) plans, governmental 457(b) plans) — Letter of Acceptance required from receiving employer plan, see instructions for more details Return of Excess Contribution for Tax Year — all below must be completed DO NOT USE THIS FORM TO REQUEST A TRUSTEE-TO- TRUSTEE TRANSFER OF ASSETS TO ANOTHER IRA. SEE INSTRUCTIONS FOR FURTHER INFORMATION. DO NOT USE THIS FORM TO PURCHASE AN INVESTMENT WITHIN YOUR ACCOUNT.
View SourceView Similar (3)
REQUEST REASON. Normal — age 59½ and older, including RMDs and ▇▇▇▇ qualified distributions if applicable Early — under age 59½, no known exceptions SIMPLE ▇▇▇ Early — use if “2 year rule” and account owner is under age 59½ Education Savings Account — no tax withholding, see instructions Death — from an Inherited/beneficiary ▇▇▇ or ESA Direct Rollover to an Eligible Employer-Sponsored Plan (e.g. 401(a) qualified plans, 401(k) plans, 403(b) plans, governmental 457(b) plans) — Letter of Acceptance required from receiving employer plan, see instructions for more details Return of Excess Contribution for Tax Year — all below must be completed (Please note: Return of excess SEP & SIMPLE employer contributions may require a letter of instruction from your employer. Contact your advisor for additional information.) • Tax year • If this is a prior-year excess, is this excess being removed prior to the extended tax return due date? Yes No • Specify excess amount, month, day, and year contribution was made: $ • Earnings attributable to excess contribution amounts (see instructions) $ DO NOT USE THIS FORM TO REQUEST A TRUSTEE-TO- TRUSTEE TRANSFER OF ASSETS TO ANOTHER ▇▇▇. SEE INSTRUCTIONS FOR FURTHER INFORMATION. DO NOT USE THIS FORM TO PURCHASE AN INVESTMENT WITHIN YOUR ACCOUNT.
View Source

Related to REQUEST REASON

  • Justification for the Request The request for a supplemental funding for any of the above-mentioned programs should contain a justification clearly documenting the need for the additional funding authority during the current quarter. This documentation should be in the form of State accounting records or similar documents that will show the actual expenditures through the most recent month for which such data are available, as well as the State's most accurate projection of its anticipated expenditures during the remaining month(s) of the quarter. For either the TANF or the CCDF program, the State's justification should also include an explanation of the activities requiring the obligation and/or expenditure of amounts that exceed the normal quarterly grant award restrictions and why these activities could not have been delayed until the next quarter.

  • Notice of Discipline All notices of disciplinary action shall include a statement of the reasons therefor and a statement advising the employee that the action is subject to Article 20,

  • Request A request to submit a grievance to arbitration must be in writing, signed by the aggrieved party, and such request must be filed in the office of the Superintendent within ten (10) days following the decision in Level III of the grievance procedure.

  • Notice to the Representative The Company will advise the Representative promptly, and confirm such advice in writing, (i) when the Registration Statement has become effective; (ii) when any amendment to the Registration Statement has been filed or becomes effective; (iii) when any supplement to the Pricing Disclosure Package, the Prospectus or any Written Testing-the-Waters Communication or any amendment to the Prospectus has been filed or distributed; (iv) of any request by the Commission for any amendment to the Registration Statement or any amendment or supplement to the Prospectus or the receipt of any comments from the Commission relating to the Registration Statement or any other request by the Commission for any additional information, including, but not limited to, any request for information concerning any Testing-the-Waters Communication; (v) of the issuance by the Commission or any other governmental or regulatory authority of any order suspending the effectiveness of the Registration Statement or preventing or suspending the use of any Preliminary Prospectus, any of the Pricing Disclosure Package, the Prospectus or any Written Testing-the-Waters Communication or the initiation or threatening of any proceeding for that purpose or pursuant to Section 8A of the Securities Act; (vi) of the occurrence of any event or development within the Prospectus Delivery Period as a result of which the Prospectus, any of the Pricing Disclosure Package or any Written Testing-the-Waters Communication as then amended or supplemented would include any untrue statement of a material fact or omit to state a material fact necessary in order to make the statements therein, in the light of the circumstances existing when the Prospectus, the Pricing Disclosure Package or any Written Testing-the-Waters Communication is delivered to a purchaser, not misleading; and (vii) of the receipt by the Company of any notice with respect to any suspension of the qualification of the Units for offer and sale in any jurisdiction or the initiation or threatening of any proceeding for such purpose; and the Company will use its reasonable best efforts to prevent the issuance of any such order suspending the effectiveness of the Registration Statement, preventing or suspending the use of any Preliminary Prospectus, any of the Pricing Disclosure Package or the Prospectus or any Written Testing-the-Waters Communication or suspending any such qualification of the Units and, if any such order is issued, will obtain as soon as possible the withdrawal thereof.

  • Notice of Delay 12.1. When anything delays or threatens to delay the timely performance of the Purchase Order, Supplier must immediately provide written notice to Buyer in writing of all relevant information, including but not limited to the reasons for the potential delay and Supplier’s short-term and long-term mitigation actions.