Sentences with phrase «qualifying accounts include»

Qualifying accounts include a Fidelity brokerage account, cash management account, 529 college savings account, or retirement account.

Qualifying accounts include The Hawaiian Airlines ® World Elite MasterCard ®, The Hawaiian Airlines ® Business MasterCard ®, The Hawaiian Airlines Visa ® credit card - Japan, and the Bankoh Hawaiian Airlines ® Visa ® Debit Card.

Gold fee waiver accounts — Qualifying accounts include U.S. Bank Premier Lines, home mortgages, home equity loans and lines of credit, personal purpose loans and activated credit cards.

Not exact matches

The Individual Development Account (IDA) matched savings grant program offers qualified participants an opportunity to use their funds for a variety of business purchases including the expenses of attending and participating in a trade show.

Romney would also reform the tax code, first by eliminating the minimum deductible requirement for health savings accounts paired with catastrophic coverage, then by allowing a full deduction for all qualified medical expenses, which would include premiums, co-payments, and out - of - pocket spending.

Both flexible spending accounts and health savings accounts are smart ways to save pre-tax dollars for qualified health care costs, including copays, prescriptions and other out - of - pocket expenses.

Once out of the company, retirees and their qualified dependents can also elect retiree medical coverage that includes an account funded by USAA annually.

The system could be expanded to include taxpayers with income from dividends, interest, pensions, individual retirement account distributions, and unemployment insurance benefits, as well as low - income earners qualifying for the earned income tax credit (EITC).

Mr. Bell is well qualified to serve as director due to his experience in public and private company governance and accounting, including his service on audit, nominating and corporate governance and compensation committees, including his experience with Hennessy I and Hennessy II.

We believe that Ms. Denholm possesses specific attributes that qualify her to serve as a member of our Board and chair of our Audit Committee, including her executive experience and her financial and accounting expertise with international companies, including in the technology and automotive industries.

Select from more than 140 products — including mutual funds, exchange - traded funds, separately managed accounts and alternative investment opportunities (for qualified investors).

Angela M. Tancock Angela is a qualified CPA, CA with 15 years» extensive experience in the finance and accounting field working in all aspects of finance and operations across industries, including manufacturing, distribution, mining and financial services.

As described under «Director Nominees for Election,» the Board believes that each of the current members of the Board is a highly qualified and dedicated individual who brings to the Board his or her own particular and substantial expertise and experience, including relevant regulatory, financial services, financial and accounting, legal, and / or risk management skills.

In this webinar, we cover the essentials of winning more sales - qualified leads, including the latest trends in B2B content marketing, must - have account - based marketing tactics, and why a renewed focus on mobile search will be critical to lead gen success.

This includes a 30 % safe deposit box discount, relationship rates for a LifeGreen Savings Account and CD accounts, overdraft protection and discounts for qualifying installment loans.

We regularly advise clients on issues such as the design and implementation of qualified retirement programs and employee benefit plans, including medical, vacation, severance, health reimbursement arrangements, health savings accounts, self - funded corporate plans and related programs.

This includes a 50 % discount on a safe deposit box, better rates on a LifeGreen Savings Account and CDs, discounts on qualifying installment loans and the option to participate in the Relationship Rewards ® and Cashback Rewards ® programs.

This brokerage account is for small businesses that have qualified plans for which they would like to expand the investment options to include offerings from Fidelity.

The fixed rate assigned to a loan will never change except as required by law or if you request and qualify for the ACH interest rate reduction benefit (s); ACH interest rate reduction (s) apply when full payments (including both principal and interest) are automatically drafted from a bank account and will remain on the account unless (1) the automatic deduction of payments is stopped (including times during deferment or forbearance) or (2) there are three automatic deductions returned for insufficient funds within the life of the loan.

Qualifying products include: any U.S. Bank - issued Credit Card, U.S. Bank Checking or Savings Account, U.S. Bank Mortgage, U.S. Bank Home Equity Line of Credit, U.S. Bank Student Loan, or a U.S. Bank Retirement Account.

These contributions can accumulate tax free and can be withdrawn tax free to pay for current and future qualified medical expenses, including those in retirement.4 An HSA balance can remain in your account from year to year, and you can take it with you should you switch employers or retire.

Managed accounts, which typically include discretionary investment advice and therefore could not qualify for exemptive relief using a BIC, could use fee levelization for commission - based products and BICs for programs featuring nondiscretionary advice, according to Wagner.

The qualifying deposits include those in savings accounts, money market accounts, certificates of deposit (CDs), checking accounts, and others.

Once you have successfully completed this exam, you are a NAYS Coach and qualify to receive all membership benefits, including access to a personalized member account.

After an organization qualifies, it must apply for Grantspro, which includes passing a test on AdWords account management with a score of at least 85.

Ronald is a UK trained and qualified Accountant and has worked in and overseen businesses in the UK, Malaysia and Singapore including stints in the Corporate Recovery Division of a major Accounting firm.

Lane Crawford membership and the respective privileges (including Qualifying Spend and Rewards Points) are not transferable to any other account.

• Tuition or fees at a qualified school or an eligible postsecondary institution • Textbooks • Educational therapies or services from a licensed or accredited practitioner or provider • Tutoring or teaching services • Curricula and related materials • Tuition or fees for an online learning program • Fees for a nationally standardized norm - referenced achievement test, an advanced placement examination, or any exams related to college or university admission • Contributions to a college savings account • Services provided by a public school, including individual classes and extracurricular programs • Any fees for the management of the ESA

First, it was the state auditor calling the district a «train wreck» (this in early 2005) and detailing a list of abuses that included promotion policies that put people in jobs they were not qualified for and a district accounting office that employed «not one accountant.»

Second, Florida's accounts are available to a subset of children with special needs (the specific diagnoses are included in state law), while Arizona's program is available to all children with special needs who would qualify for an Individualized Education Plan or a 504 plan, as well as the several additional categories detailed above.17 (A 504 plan is a plan developed to provide appropriate accommodations for K - 12 students with special needs attending public schools, as detailed in Section 504 of the Rehabilitation Act of 1973.)

The Empowerment Account program, which is the first of its kind in the nation, allows qualified parents to apply for an Arizona Empowerment Account and use the funds deposited into those accounts by the state for a wide variety of educational expenses, including tutoring, private school tuition, educational therapies, textbooks and savings for college expenses.

The program allows qualified parents of children with special needs to apply for an Arizona Empowerment Account and use the funds deposited by the state into those accounts for a wide variety of educational expenses, including tutoring, curriculum, private school tuition, required textbooks and savings for college expenses.

The fixed rate assigned to a loan will never change except as required by law or if you request and qualify for the ACH interest rate reduction benefit (s); ACH interest rate reduction (s) apply when full payments (including both principal and interest) are automatically drafted from a bank account and will remain on the account unless (1) the automatic deduction of payments is stopped (including times during deferment or forbearance) or (2) there are three automatic deductions returned for insufficient funds within the life of the loan.

Because of the tax treatment of these securities, tax - advantaged purchasers, such as qualified pension funds and tax deferred retirement accounts, including 40l (k) plans and individual retirement accounts (IRAs), may view an investment in inflation - protected securities as appropriate.

Members with a KEMBA business relationship can enjoy Advantage benefits for both your personal and business accounts when you meet the following requirements: (1) Make monthly deposits of at least $ 2,000 into your business checking or personal checking account; (2) Have at least 15 qualifying checking transactions into your business checking or personal checking, which include any of the following: cleared checks, Debit Card transactions, online bill payments, electronic loan payments made from your KEMBA checking account, automatic deposits or withdrawals, and Virtual Deposits; (3) Receive eStatements.

1To earn KEMBA Advantage member status, the following requirements must be met each month: (1) Have an active checking account and make at least 15 qualifying transactions, which include any combination of the following: cleared checks, Debit Card transactions, online bill payments, electronic loan payments made from your KEMBA checking account, automatic deposits or withdrawals, and Virtual Deposits; (2) Have Direct Deposit of your entire payroll, Social Security, or pension check (minimum of $ 1,000 / month); (3) Receive eStatements.

Your account will be reviewed periodically, and based on your overall credit history, including your account with Bank of America as well as other credit cards and loans, and if you have demonstrated positive, responsible Account activity, you could qualify to have your security deposit returned account will be reviewed periodically, and based on your overall credit history, including your account with Bank of America as well as other credit cards and loans, and if you have demonstrated positive, responsible Account activity, you could qualify to have your security deposit returned account with Bank of America as well as other credit cards and loans, and if you have demonstrated positive, responsible Account activity, you could qualify to have your security deposit returned Account activity, you could qualify to have your security deposit returned to you.

Requirements include; — Total accumulative debt must be above $ 2,000 — Only unsecured debt is eligible for the program — Individual account balances must be above $ 200 per account — Debts ranging from credit card debt to student loan debt is all qualified for the program (nearly any type of unsecured debt qualifies)-- With debt settlement, Rhode Island consumers must have a hardship

Most college savings accounts allow for funds to only be used for qualified expenses and, in most cases, that does not include housing that is off campus.

Money within 529 accounts can be used for any «qualified higher education expense», which can include; tuition and fees, room and board, books, and even money for a computer, computer software or internet access for the student.

Qualifying products include: any U.S. Bank - issued Credit Card, U.S. Bank Checking or Savings Account, U.S. Bank Mortgage, U.S. Bank Home Equity Line of Credit, U.S. Bank Student Loan, or a U.S. Bank Retirement Account.

Although IRA rollovers may have certain advantages, qualified retirement plan accounts have advantages you should consider before proceeding which may include, but are not limited to, low administrative and investment expenses and, if you separate from service at age 55 or older, you have penalty - free access to your qualified retirement plan account funds.

To qualify for the deduction, you must close all of your Roth IRA accounts, including Roth IRA accounts that have profits.

In the case of earnings, everything that was added to your account, including qualified dividends and long - term capital gains, is taxed at the same rate.

Tax savings include tax deductions when you contribute to your account, tax - free earnings and tax - free withdrawals for qualified medical expenses *

IRS regulations require that owners of retirement accounts including IRAs and qualified employer sponsored retirement plans (QRPs) such as 401 (k) s, 403 (b) s and governmental 457 (b) s must begin taking distributions annually from these accounts.

Alternative Investments can often be held in both qualified and non-qualified accounts including many retirement and taxable investment accounts.

To earn KEMBA Advantage member status, the following requirements must be met each month: (1) Have an active checking account and make at least 15 qualifying transactions, which include any combination of the following: cleared checks, Debit Card signature transactions, online bill payments, electronic loan payments made from your KEMBA checking account, Virtual Deposits, and automatic deposits or withdrawals; (2) Have Direct Deposit of your entire payroll, Social Security, or pension check (minimum of $ 1,000 / month); (3) Receive eStatements.

The most common type of accounts that qualify on this type of program include credit card bills, medical bills, unsecured personal loans and collection accounts.

If you wish to request information or assert an error relating to the servicing of your mortgage loan, including any Qualified Written Requests, you must use the address below and include your name, your mortgage loan account number, property address and a statement of either the information you are requesting or the error you believe has occurred: