Common use of Terminal Illness Clause in Contracts

Terminal Illness. Payments from your IRA made because you are terminally ill are not subject to the 10 percent early distribution penalty tax. You are terminally ill if you have been certified by a physician, in accordance with documentation requirements to be established by the IRS, as having an illness or physical condition that can reasonably be expected to result in death in 84 months or less after the date of certification.

Appears in 7 contracts

Sources: Individual Retirement Custodial Account Agreement, Traditional Ira Custodial Document, Individual Retirement Custodial Account Agreement

Terminal Illness. Payments from your IRA made because you are terminally ill are not subject to the 10 percent early distribution penalty tax. You are terminally ill if you have been certified by a physician, in accordance with documentation requirements to be established by the IRS, as having an illness or physical condition that can reasonably be expected to result in death in 84 months or less after the date of certification.physical

Appears in 1 contract

Sources: Traditional Individual Retirement Custodial Account Agreement

Terminal Illness. Payments from your simple IRA made because you are terminally ill are not subject to the 10 percent early distribution penalty tax. You are terminally ill if you have been certified by a physician, in accordance with documentation requirements to be established by the IRS, as having an illness or physical condition that can reasonably be expected to result in death in 84 months or less after the date of certification. 12) Qualified disaster recovery distribution. If you are an affected SIMPLE IRA owner in a federally declared disaster area, you may take up to $22,000 per disaster from your IRA without incurring the 10 percent early distribution penalty tax.

Appears in 1 contract

Sources: Simple Ira Custodial Account Agreement

Terminal Illness. Payments from your simple IRA made because you are terminally ill are not subject to the 10 percent early distribution penalty tax. You are terminally ill if you have been certified by a physician, in accordance with documentation requirements to be established by the IRS, as having an illness or physical condition that can reasonably be expected to result in death in 84 months or less after the date of certification.

Appears in 1 contract

Sources: Simple Ira Custodial Account Agreement

Terminal Illness. Payments from your IRA made because you are terminally ill are not subject to the 10 percent early distribution penalty tax. You are terminally ill if you have been certified by a physician, in accordance with documentation requirements to be established by the IRS, as having an illness or physical condition that can reasonably be expected to result in death in 84 months or less after the date of certification.documentation

Appears in 1 contract

Sources: Traditional Individual Retirement Custodial Account Agreement