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[DOC File]Overview of Grantor Retained Annuity Trusts
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The annuity payment may be based on the taxable year of the trust or may be based on the anniversary date of the trust. If the payment is made on the anniversary date, proration of the annuity amount is required only if the last period during which the annuity is payable to …

Northern Trust | Financial Services and Investments
Within a reasonable time after the end of the taxable year in which the trust is completely funded, the Trustee must pay to the Recipient (in the case of an underpayment) or receive from the Recipient (in the case of an overpayment) the difference between any annuity amounts actually paid, plus interest, and the annuity amounts payable, plus ...

[DOC File]capitol.texas.gov
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(b) The standard service retirement annuity payable for at least 20 years of service credit as a law enforcement or custodial officer is an amount computed on the basis of the member's average monthly compensation for that service for the 36 highest months of compensation, times a percentage derived from the following table:

[DOC File]SPECIAL PROBLEMS IN ADMINISTERING ESTATES AND
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Dec 28, 1999 · Trust assets are distributable outright to Children. Executor and Trustee decide not to make the election under section 645. Jane's annuity is a separate share as is the residue of the estate. Further, the revocable trust is a separate share and may itself have two or more separate shares.

[DOCX File]Northern Trust | Financial Services and Investments
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the terms of the trust shall be modified by the Trustee to the extent necessary, in the Trustee’s sole discretion, to qualify the trust under §664(d)(1) of the Code and the corresponding regulations, including (but not limited to) reduction of the annuity amount and, …

[DOC File]REGISTERED GROUP LIFE ASSURANCE PLAN
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6.2.3 The annuity benefit can be commuted for a lump sum payable to, or for the benefit of, the person the annuity benefit is payable if the total pension doesn’t exceed 1% of the lifetime allowance or such other amount which may be set from time to time by relevant legislation that is consistent with being a registered scheme.

[DOCX File]INSTRUCTIONS
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Annuity Payments. Generally, the amount of annuity payments (Page 3, Line 6) that the Society makes during the year should be equal to the annual amount payable (Page 7, Column 10) reported (without new annuity contracts issued, terminated annuity contracts, …

[DOC File]4031927v2 - NJT - TERP Plan document restatement 2007
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Benefits payable to a Member who is a member of the Public Employees’ Defined Contribution Plan (Annuity Savings Account only) are reduced by the pension portion of the retirement benefit, if any, that would be payable to the Member from PERF if the Member had not made an election to become a member of the Public Employees’ Defined ...

[DOC File]Part III
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The amount payable under the straight life annuity form is an annual benefit of 1 percent of highest-five years’ pay multiplied by years of service credited under the plan, payable monthly for life commencing at normal retirement age (age 65) or at actual retirement age, if later.

Annuity payable to trust