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[DOC File]VAOPGCPREC 1-97
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An Individual Retirement Annuity as described in s. 408(b), Internal Revenue Code, excluding an endowment contract. c. A Qualified Plan – a stock bonus, pension, or profit sharing plan of an employer (both defined contribution and defined benefit plans) established in accordance with s. 401(a), or 401(k), Internal Revenue Code, for the sole ...
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Individual Retirement Annuity Definition
An individual retirement annuity is an annuity or endowment contract issued by an insurance company, where: (1) the contract is nontransferable; (2) the owner’s interest in …
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[DOC File]Individual Retirement Account (IRA) Sample DRO
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I am providing this Disclosure and Acknowledgment form to you because I am recommending the purchase of an annuity contract transaction which involves Individual Retirement Annuity (IRA), including Roth IRA, SEP IRA, Simple IRA and Traditional IRA funds or other retirement funds (collectively referred to as “IRA” in this document).
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60S-11
This Order creates and recognizes the existence of Alternate Payee’s' right to receive a portion of Participant's assets under one or more of the TIAA accounts maintained under the Individual Retirement [Account][Annuity] (“IRA”) listed below. AND NOW, THIS _____ day …
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[DOC File]PTE 84-24 Disclosure and Acknowledgment
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If you are under age 55, your annuity will be computed using a voluntary optional retirement annuity calculation based on total creditable years and months of service and average high-3 salary. Then, your annuity will be reduced at the rate of two percent for each year (or by 1/6th of one percent for each full month) that you are under age 55.
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Individual retirement annuity