Sentences with phrase «value of the account exceeds»

No additional contributions may be made for the benefit of an account owner when the fair market value of the account exceeds the account balance limit of $ 400,000.

Moreover, no additional contributions may be made for the benefit of an account owner when the fair market value of the account exceeds $ 400,000.

No additional contributions may be made for the benefit of an account owner when the fair market value of the account exceeds the account balance limit listed of $ 370,000.

Not exact matches

You must submit an FBAR if you had an interest in or signature authority over at least one account outside the U.S., and the aggregate value of all the foreign accounts exceeded $ 10,000 at any time in the year.

Because the loan is secured, the loan value can not exceed the amount of money in your account.

Under each agreement between the Trustee and an Authorized Participant to establish an Authorized Participant Custody Account («Authorized Participant Custody Account Agreement»), the Trustee is not contractually or otherwise liable for any losses suffered by any Authorized Participant or Shareholder that are not the direct result of its own gross negligence, fraud or willful default in the performance of its duties under such agreement, and in no event will its liability exceed the market value of the Bitcoins in the Authorized Participant Custody Account at the time such gross negligence, fraud or willful default is discovered by the Trustee.

* Early withdrawal from the Personal Income BenefitSM account value or withdrawals from the Personal Income BenefitSM account value that exceed the Guaranteed Annual Withdrawal Amount may significantly reduce or eliminate the value of the Personal Income Benefit withdrawal.

Because the loan is secured, the loan value can not exceed the amount of money in your account.

Early withdrawals from the Personal Income BenefitSM account value or withdrawals from the Personal Income BenefitSM account value that exceed the Guaranteed Annual Withdrawal Amount may significantly reduce or eliminate the value of the Personal Income BenefitSM.

Unlike most other brokers, we pay interest4 on overnight cash you have in your brokerage account above $ 10,000 if the value of all assets in your account exceeds $ 100,000.

If the mutual fund to which the cash value is invested returns a rate that exceeds 20 %, the full amount is credited to the policy holder's account (minus fees of course).

Investors must have a U.S. bank account and an accredited investor status by having net worth that exceeds $ 1 million, excluding the value of their primary residence, or income that exceeds 200,000 in each of the last two years.

Usually the amount of the loan can not exceed the value of the deposit account.

As a retail investor it is very important for you to remember that once the value of your holdings exceeds the maximum slab of $ 2 Lakhs, your DP has the authority to bring your AMC at par with any regular demat account charges.

If the transfer restriction is imposed, then transfers from the 1 - Year Fixed Account in the first contract year may not exceed one - third of the value of the fixed account; if the maximum transfer amount has been transferred in the previous contract year, in the following contract year transfers may not exceed one - half of the value of the fixed aAccount in the first contract year may not exceed one - third of the value of the fixed account; if the maximum transfer amount has been transferred in the previous contract year, in the following contract year transfers may not exceed one - half of the value of the fixed aaccount; if the maximum transfer amount has been transferred in the previous contract year, in the following contract year transfers may not exceed one - half of the value of the fixed accountaccount.

Mortgages exceeding 80 % of home value require borrowers to pay additional amounts into an «escrow «account used for paying property taxes and insurance.

The account holder may not receive more than two payments annually, and the value of each payment may not exceed $ 10 for deposits under $ 5,000 and $ 20 for deposits exceeding $ 5,000.

The net additions and withdrawals in the account exceeded 10 % of the beginning net nominal account value for the period for that individual account;

My spouse participated in this variety of ESPPs with a previous employer and we had strict rules on the account: the total value of the company stock could not exceed 5 % of our total portfolio and if the stock trades at 20 % less than our average cost base, we would sell immediately.

At the end of each term, the annuity's account value will be reduced only by the amount that exceeds the level of protection.

In addition, non-spouse beneficiaries could be liable for paying estate taxes if the value of the retirement account plus other inherited assets exceeds estate tax exemptions.

The value of Scotia Rewards points redeemed to your Program Card Account can not exceed the amount of the Travel Purchase under the Post Purchase Travel Redemption.

The value of the points redeemed can not exceed the amount of the Post Purchase Travel Redemption charged to your Program Card Account.

«If the balance on the deceased cardholder's account exceeds the value of his / her reward points, it may not make financial sense to transfer the account.»

I disagree, I think you can get $ 500 of value out of a lot of bank account bonus (alaska 30k is close to that value, most chase, amex, citi bonuses are at or exceed that value for me).

Most whole life policies can be surrendered at any time for the cash value amount, and income taxes will usually only be placed on the gains of the cash account that exceeds the total premium outlay.

While policy owners are allowed to withdraw funds from the cash value component of a permanent life insurance policy — subject to the amount of the available funds that are in the account — a withdrawal that exceeds the amount of cumulative premiums that have been deposited can be taxed.

If any withdrawal exceeds 10 % of the value of the account, the insurer charges a surrender fee on the excess.

Over time, your cash value account grows as long as the cost of insurance doesn't exceed your premium payments plus any interest credited to your account by the insurance company.

Irda has also stipulated that the maximum loan amount that can be sanctioned under any Ulip will not exceed 40 per cent of the net asset value (NAV) in those products where equity accounts for more than 60 per cent of the total share, and 50 per cent of the NAV where debt instruments account for more than 60 per cent of the total share.

It also requires US holders of a financial interest in or signatory authority over foreign financial accounts (including crypto denominated accounts) to file a foreign bank account report titled FinCEN 114 if the aggregate value of the foreign financial accounts exceeds $ 10,000 at any time during the calendar year.

• To network and undertake competitive research and leading edge marketing activities on behalf of clients to ensure the placement of quality candidates and to constantly attract additional business; • Working to and exceeding targets that may relate to the number of candidates placed or a value to be billed to clients • To carefully plan and prioritise all campaign recruitment activity using effective time management tools to ensure each stage is delivered within SLA's and agreed timeframes • Resource for a portfolio of digital agency clients • Eventually recruit for these established accounts for Sales or Marketing roles as well as build you own database of clients over time Once you are established in the role, there will be an opportunity to progress to a Trainee Recruitment Consultant position where you will inherit some established accounts and also be able to build and manage your own account base.

Developed and provided benchmark demonstrations, proposals and value propositions, which exceed customers» requirements to develop new customers and increase retention of existing management services accounts.

• Assisted the customer services manager in coaching the team and exceeding bank operational targets • Looked after all high value business and individual accounts personally • Ensured regulatory and legal compliance of banking operations

Promoted from Teller position to Member Service Representative April 2003 Established credit union memberships Opened savings, checking, individual retirement, and certificate of deposit accounts and explained options of each to member Prepared all paperwork and assisted members in signing of documentation Cross sold and created Visa check cards in branch Responded to members» questions and concerns via phone queue and online communucation center Opened safety deposit box accounts Performed daily maintenance of the loan applicant database Entered and submitted applications to the loan officers for review and status decision Educated members on the variety of loan products and payment protection options Maintained up - to - date knowledge of credit union products and policies Exceeded cross sell percentage goals with consultative, value - focused customer serviceapproach Exceeded marketing goals by cross selling various credit union products and services Provided back - up for other member service representatives and tellers when needed Maintained dormant account log Executed check orders Back - up for Managers with vault combinations Prepared and executed settlement documents for the following loan products: Home equities (fixed rate and HELOC's), ordered appraisals and flood certificates Auto loans Unsecured lines of credits VISA credit card lines.

The total value of residences exceeds $ 1 trillion and land and housing together account for one - third of all personal assets.