DISTRIBUTION TO USERS BY AGGREGATE IRA DISTRIBUTION TO USERS BY CUSTOMER'S STATE or AREA OF RESIDENCE OF BENEFICIARY ELECTION STATUS (as of the close of the offering date):
(1) The distributions will be made in the form of Qualified Distributions. See the definitions below and the section entitled “Amounts” beginning on page 13 for additional details regarding the Qualified Distributions.
(2) Qualified Distributions will be distributed to each of the recipients in equal monthly payments on the first and fourth of each month that the distribution is made, but with no maximum. The first monthly payment will be made no later than ten business days after the end of the month that the qualified distribution was distributed; the second monthly payment will be made no later than thirty business days after the end of the month that the qualified distribution was distributed; and the third monthly payment will be made no later than forty business days after the end of the month that the qualified distribution was distributed. Each recipient will receive a single payment. The payment of the first, second and third monthly payments may be postponed on a quarterly basis by mutual written agreement of the beneficiaries upon 60 days written notice to the Company and the beneficiaries. Each quarterly payment will be made no later than twenty business days after the end of the prior quarter. Each quarterly payment will be made with the same dividend yield and tax rate that would have been paid under the original distribution agreement. The Company may also elect to pay each recipient in a lump sum. No payment will be made to a recipient until at least 10 business days of written notice of the recipient's election to receive a lump sum distribution have occurred. The Company will make any payment to a recipient no later than ten business days following the receipt of its own annual statement of federal tax return, but no later than six business days after receipt of the last payment to which the recipient would be entitled under the original distribution agreement.
The Company will receive payment of the distribution to each of the beneficiaries no later than the same time that the distribution is distributed to another beneficiary.
The Company will furnish or make available to each beneficiary a copy of the distribution agreement and any instructions the distribution is subject to.
(3) Distribution payments will be made to each of the recipients in cash, unless and until the required withholding has been paid by the recipient's financial institution.
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Traditional Beneficiary IRA Distribution Form BENEFICIARY IRA ACCOUNTHOLDER INFORMATION WITHHOLDING ELECTION SIGNATURES DISTRIBUTION INFORMATION PAYMENT INSTRUCTIONS
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