Plan Distribution definition
Examples of Plan Distribution in a sentence
Refer to the 403(b) and Qualified Plan Distribution Disclosure (form 9972) for more information.
In the event a Plan Distribution shall be payable on a day other than a Business Day, such Plan Distribution shall instead be paid on the immediately succeeding Business Day, but shall be deemed to have been made on the date otherwise due.
I also acknowledge that I have received and read the 403(b) and Qualified Plan Distribution Disclosure (form 9972).
I acknowledge that I have the right to delay making a decision regarding the distribution from the above plan for at least 30 days after receiving the 403(b) and Qualified Plan Distribution form and have been given this opportunity.
The Disbursing Agent has the right, but not the obligation, to not make a Plan Distribution until such holder has made arrangements satisfactory to the Disbursing Agent for payment of any such tax obligations.