1
Ownership changes are allowed without an exceptional event on this tax status
2
All partial and full transfers received will start under this SWAP request type.
3
The non-qualified annuity may be used as this for a loan.
4
SWAP request type used to request a letter for historical values.
5
Portion of the funds on a non-qualified annuity that has already been taxed.
6
The owner of a TSA may take a partial distribution using this qualifying event but not a full distribution..
7
This type of rollover is movement of funds from company to the owner and then from owner to different company.
8
SWAP request type used when the phone rep needs to research and return a call.
9
Term used for movement of funds directly from one company to another with the same tax status.
10
Month the 1099 R tax reporting is mailed.
11
The name for the contribution the owner may add on top of the normal limit if they are over age 50.
13
The Clarica annuities of this type are located in the PassPort/Class/Blackscreen system.
14
Instead of taking a taxable distribution the owner of a TSA may want to have this processed. The amount of the transaction will need to be repaid with interest.
15
Initials for a type of withdrawal used to avoid the 10% excise tax for early distribution on a IRA, ROTH IRA, and TSA. Also known as 72 (t).
16
If the loan payment on a TSA is late by 90 days, the loan will do this. The amount will show as taxable to the owner and will still need to be repaid with interest.
17
The person who is authorized to preform business-related transactions on behalf of the principal through a signed power of attorney.
18
The 5498 will show contributions on ROTH IRA, IRA, SEP IRA, but not this qualified tax status.
19
The 5498 will generate to the owner of an IRA, ROTH IRA, and SEP IRA in years there is a contribution, rollover, or conversion. The form will be mailed no later than the 31st day of this month.
20
Distribution required for IRA, SEP, and TSA starting in the year the owner has reached age 70 1/2
