Lord Abbett Simple Ira

Plan Name: CITGO Retirement And Savings Plan Plan #: 87084
Date you first participated in the SIMPLE IRA)) **If you are not sure of the plan type, please contact your previous plan sponsor for verification. An incorrect plan type coul d invalidate your Lord Abbett Small-Cap Blend Fund Y Class OSNO % ... Access Document

Preference Plus Account Variable Annuity - Monty & Monty ...
Lord Abbett Bond Debenture % T. Rowe Price Mid Cap Growth % American Funds Growth Fund %American Funds Global Small Capitalization Fund and SIMPLE IRA accounts, or 800-560-5001 for SEP, 03(a), 03(b), 57(b), 0 (a), and 0 (k) accounts. ... Access This Document

REQUEST FOR DISBURSEMENT FORM For All EQUI-VEST And EQUI-VEST ...
$____ EQ/Lord Abbett Large Growth and Income (04*) $____ EQ/Lord Abbett Large Cap Core (05*) $____ EQ/Lord Abbett Mid Cap Value (06*) $____ EQ/Van Kampen Comstock (07*) (Your SIMPLE IRA is a form of Traditional IRA and the 10% penalty is increased to 25% if the ... Read Content

In Four Easy Steps
Thank you for choosing Lord Abbett for your SIMPLE IRA plan. This guide is designed to help you, the plan sponsor, better understand the process of establishing a SIMPLE IRA plan and to ensure that all of the necessary steps are completed as quickly as possible. ... Read Document

Mohawk Carpet Corporation Retirement Plan #: 81454 Savings ...
Date you first participated in the SIMPLE IRA)) **If you are not sure of the plan type, please contact your previous plan sponsor for verification. Lord Abbett Small-Cap Value Fund Class A OSAL % Transamerica Premier Equity Fund Investor Shares OKNU % ... Content Retrieval

IRA Distribution Due To Death Form - Mutual Funds, Asset ...
For SIMPLE IRA, SEP IRA, and SAR SEP IRA Accounts Mail completed form to: Lord Abbett Service Center, PO Box 219604, Kansas City, MO 64121-9604 New Lord Abbett IRA account in the spouse’s name. Please complete and enclose a Lord Abbett IRA Application. ... Retrieve Document

Please Read And Follow All Instructions Carefully. Incomplete ...
Direct rollover via a transfer-in-kind of my Lord Abbett shares to an IRA. Note: Roth deferrals A SIMPLE IRA OR A COVERDELL EDUCATION SAVINGS ACCOUNT (FORMERLY KNOWN AS AN EDUCATIONAL IRA). Deciding where to roll over a distribution. ... View Document

REQUEST FOR DISBURSEMENT FORM For All EQUI-VEST , EQUI-VEST ...
$____ EQ/Lord Abbett Large Growth and Income (04*) $____ EQ/Lord Abbett Large Cap Core (05*) $____ EQ/Lord Abbett Mid Cap Value (06*) $____ EQ/Van Kampen Comstock (07*) (Your SIMPLE IRA is a form of Traditional IRA and the 10% penalty is increased to 25% ... Document Retrieval

TRANSFER/ROLLOVER OF ASSETS OR 1035 EXCHANGE TO ANOTHER CARRIER
** Funds from a SIMPLE IRA may be transferred after a 2-year period has expired since you first participated in any SIMPLE IRA $____ EQ/Lord Abbett Growth and Income (04**) $____ EQ/Lord Abbett Large Cap individual retirement arrangement or if applicable, a Roth IRA under IRC Section ... Retrieve Document

Express Mail: AXA Equitable EQUI-VEST Processing Office ...
2 Funds from a SIMPLE IRA may be transferred after a 2-year period has expired since you first participated in any SIMPLE IRA plan of the Employer. $ EQ/Lord Abbett Large Cap Core (05*) $ EQ/Montag & Caldwell Growth Section 408 individual retirement arrangement or if applicable, ... Read Here

Merrill Lynch Investor Choice Annuity IRA Series
Through an established IRA, Roth IRA, SIMPLE IRA, or SEP IRA custodial account with Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”). Please note that prior to September 25, 2007, this Contract Lord Abbett Affiliated Fund, Inc. ... Doc Retrieval

CWA Savings & Retirement Trust
Lord Abbett Developing Growth A % TOTAL 100% 1. C. SELECT ONE OF THE ASSET ALLOCATION STRATEGIES Asset Allocation Strategies seek to provide a simple, one-step approach to investing by offering you a choice of four (IRA) under Code Section 408(d)(3) ... Fetch Doc

IRA One-Time Distribution Form
A.  Request to close the following Lord Abbett IRA account(s). Choose all that apply:  Traditional IRA  Roth IRA  Rollover IRA  Coverdell ESA  SIMPLE IRA  SEP IRA  SARSEP IRA B.  Request a one-time distribution—specific funds as ... Return Doc

Lord Abbett SIMPLE IRA Plan - Literature Center
Lord Abbett SIMPLE IRA Plan A Savings Incentive Match Plan for Employees is commonly referred to as a SIMPLE-IRA plan. It is an IRA-based plan ... Read Full Source

Express Mail: EQUI-VEST® Syracuse, N.Y. 13202 One-Time ...
EQ/Lord Abbett Large Cap Core (05*) % % % EQ/Montag & Caldwell Growth (34*) N/A % % % EQ/Mutual Large Cap Equity (6F*) % % % EQ/T SIMPLE IRA, Corporate Trusteed and KEOGH (Series 100-500) EQUI-VEST TSA and EDC 4B. ... Read Full Source

Choices Are For Everyone, Inc. 401k Plan Retirement Planning ...
My current IRA, SIMPLE IRA or SEP IRA custodian says they cannot process a Direct Rollover to a 401(k) Plan. Open a conduit IRA in a Lord Abbett mutual fund (the annual IRA fee may apply). Complete an IRA Transfer and Rollover Form. ... Read More

Universal Annuity
2 may be subject to a 10% (for SIMPLE IRA 25%) federal tax. In certain states, a premium tax may apply. In addition, withdrawals will reduce the contract value and death benefit. Lord Abbett Bond Debenture PortfolioB,F,H,L High Yield Bond ... Access Full Source

Preference Plus® Account - IRA/SIMPLE/ROTH IRA/SEP/NQL ...
Preference Plus® Account - IRA/SIMPLE/ROTH IRA/SEP/NQL Variable Investment Option Performance Update Metropolitan Life Insurance Company Lord Abbett Mid Cap Value Portfolio - Class A[15,17] Value 2.40% 13.55% 13.55% 9.41% -0.08% 7.35% 11/09/1998 ... Access Document