MMTT Withdrawals

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Across
  1. 3. Where can you find the first Roth Contribution Date in CSAS? (2 words)
  2. 5. True/False: Any beneficiary can take a withdrawal paid to self from the take over account exempt from the 10% early withdrawal penalty.
  3. 7. If I take a withdrawal from this type of account I may be exempt from the early withdrawal penalty.
  4. 9. How often a person is eligible to make changes on a PPay is _________. (2 words)
  5. 10. If there is a "Y" next to this on the Details page I can transfer the call to RSG if the person is asking for investment advice. (2 words)
  6. 11. I may be exempt from the early withdrawal penalty if I am completely ________.
  7. 12. These options must be provided when a person is asking for a ________, and they are terminated with a green bulletin: defer, cash out, rollover, combo.
  8. 13. The entire account must be in a fixed investment and payment amounts will depend on the interest. (2 words)
  9. 15. You see a green bulletin on the account and there is a check mark next to SDB on the withdrawal screen, who takes the call? (2 words)
  10. 17. When a company completes an involuntary withdrawal paid to the participant or an IRA. (2 words)
  11. 18. What screen can you find the check amount, fees/taxes withheld, and how the money was delivered? (2 words)
  12. 20. According to the AORL (Accepted Over Recorded Line) can a rep change the delivery method of an annual RMD check to be sent via ACH with a service request (SR) if the person set up their ACH info online?
  13. 21. the payments are made over a predetermined period of time and the check amount will vary. (2 words)
  14. 24. If the force out balance is between $1000-$5000 the check is made payable to the ______.
  15. 25. I can check this screen to see is a person is eligible for an In-Service withdrawal. (2 words)
  16. 27. If a person wants to set up this type of distribution, they must stop all contributions, pay/offset outstanding loans, and have a qualifying event.
Down
  1. 1. Where can you find the link to view a participant's previous RMD amounts? (3 words)
  2. 2. True/False: A spousal beneficiary can do a roll over to an IRA or an employer sponsored plan.
  3. 4. Where can you find the Hardship Withdrawal From to verify what the plan offers for hardship reasons? (2 words)
  4. 6. If the force out balance is under $1000 the check is made payable to the _______.
  5. 8. If I retire at this age I may be exempt from the early withdrawal penalty from this plan only.(2 words)
  6. 14. The payment amount is the same for each PPay and we do not know when the account will deplete. (2 words)
  7. 16. This is an in-service withdrawal that cannot be completed over the phone and will always require paperwork.
  8. 19. Being eligible for an inservice withdrawal is always _________. (2 words)
  9. 22. These tax withholding options are available to participants who are taking an ____:standard withhold, defer withholding, indicate a specific amount on a W4P.
  10. 23. If I get a call about rolling-in money and I see this color bulletin I would transfer the call to RSG.
  11. 26. This is the group you would transfer a call to if the account is terminated with a red bulletin.