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[DOC File]SUMMARY PLAN DESCRIPTION - AMERISAFE
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Distribution of Benefits 14. A. Eligibility For Benefits 14. B. Distributable Events 14 ... you must call the Fidelity Retirement Benefits Line at 1-800-835-5097 or access the NetBenefits® web site at www.401k.com. ... A 10% Internal Revenue Code early withdrawal penalty tax may apply to the amount of your withdrawal if you are under the age ...
early pension distribution penalty exceptions

[DOC File]SUMMARY PLAN DESCRIPTION
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A 10% Internal Revenue Code early withdrawal penalty tax may apply to the amount of your withdrawal if you are under the age of 59½ and do not meet one of the Internal Revenue Code exceptions. For information regarding the taxation of amounts attributable to Roth contributions, see the Distribution of Benefits section of the SPD.
401k penalty exception

[DOC File]XYZ SAMPLE COMPANY'S 401(K) PLAN
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In addition, a distribution of the earnings on the Roth 401(k) deferrals will not be subject to tax if the distribution is a "qualified" distribution. A "qualified" distribution is one that is made after you have attained age 59 1/2 or is made on account of your death or disability.
early pension distribution exceptions

[DOC File]Benefit Administration Company, Benefit Administration ...
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Distribution of your vested Account Balance may be subject to ordinary income taxes or early distribution penalties. Here are some general guidelines: • If the distribution is an “eligible rollover distribution,” your Plan Administrator is required to withhold 20% of the distribution and send it to the IRS as income tax withholding to be ...
early withdrawal from 401k exceptions

[DOC File]CHAPTER 2
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(An exception shall be made for a seller on the GSA list when the property being sold is the seller’s principal residence.) ... is required and includes a copy of the Trust Agreement, or other trustee's statement, confirming amount, frequency of distribution, and duration of payments. ... penalties on early withdrawal of savings, health ...
401k withdrawal penalty exception

[DOC File]Distributions from Qualified Plans
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Corrective distributions are not subject to the additional tax on early distributions, are not considered wages for FICA or FUTA purposes, are not eligible for rollover distribution, and are not treated as a required distribution for purposes of IRC §401(a)(9).
early distribution exception 12

[DOCX File]402 - SSI Related Resources - Strict
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Exception #2: When only one of the joint account holders is an applicant/beneficiary, assume all of the funds belong to him/her. ... 401K. IRA. Keogh or Roth plans. ... Plans vary from company to company; however, all involve early payout of some or all of the proceeds of the policy. Most of the plans fall into three basic types depending on ...
401k withdrawal exception

[DOC File]SUMMARY PLAN DESCRIPTION
https://info.5y1.org/exception-for-early-401k-distribution_1_449968.html
A 10% Internal Revenue Code early withdrawal penalty tax may apply to the amount of your withdrawal if you are under the age of 59½ and do not meet one of the Internal Revenue Code exceptions. The amount of any withdrawal will be withdrawn from available investment options in the order established by the Trustee. Distribution of Benefits
401k early withdrawal penalty exceptions

Exception for early 401k distribution