Across
- 3. Where can you find the first Roth Contribution Date in CSAS? (2 words)
- 5. True/False: Any beneficiary can take a withdrawal paid to self from the take over account exempt from the 10% early withdrawal penalty.
- 7. If I take a withdrawal from this type of account I may be exempt from the early withdrawal penalty.
- 9. How often a person is eligible to make changes on a PPay is _________. (2 words)
- 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)
- 11. I may be exempt from the early withdrawal penalty if I am completely ________.
- 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.
- 13. The entire account must be in a fixed investment and payment amounts will depend on the interest. (2 words)
- 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)
- 17. When a company completes an involuntary withdrawal paid to the participant or an IRA. (2 words)
- 18. What screen can you find the check amount, fees/taxes withheld, and how the money was delivered? (2 words)
- 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?
- 21. the payments are made over a predetermined period of time and the check amount will vary. (2 words)
- 24. If the force out balance is between $1000-$5000 the check is made payable to the ______.
- 25. I can check this screen to see is a person is eligible for an In-Service withdrawal. (2 words)
- 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. Where can you find the link to view a participant's previous RMD amounts? (3 words)
- 2. True/False: A spousal beneficiary can do a roll over to an IRA or an employer sponsored plan.
- 4. Where can you find the Hardship Withdrawal From to verify what the plan offers for hardship reasons? (2 words)
- 6. If the force out balance is under $1000 the check is made payable to the _______.
- 8. If I retire at this age I may be exempt from the early withdrawal penalty from this plan only.(2 words)
- 14. The payment amount is the same for each PPay and we do not know when the account will deplete. (2 words)
- 16. This is an in-service withdrawal that cannot be completed over the phone and will always require paperwork.
- 19. Being eligible for an inservice withdrawal is always _________. (2 words)
- 22. These tax withholding options are available to participants who are taking an ____:standard withhold, defer withholding, indicate a specific amount on a W4P.
- 23. If I get a call about rolling-in money and I see this color bulletin I would transfer the call to RSG.
- 26. This is the group you would transfer a call to if the account is terminated with a red bulletin.