Sincerely, S. Sutherlin Manager Certificate, IRA and Trust Branch. Federally insured by NCUA Navy Federal NFCU 602 (2-15) epn

If an employee participating in the HCSP dies prior to exhausting his/her account balance, the employee’s surviving spouse or legal dependent(s) shall be eligible (pursuant to

However, if the Participant’s designated Beneficiary is his or her surviving spouse, the required minimum distribution for a year shall not be more than the Participant’s

If an employee participating in the HCSP dies prior to exhausting his/her account balance, the employee’s surviving spouse or legal dependent(s) shall be eligible (pursuant to

(1) If the Designated Beneficiary is someone other than the Traditional IRA Holder’s surviving spouse, the entire interest will be distributed, starting by the end of the calendar

If any contributions to the trust are from property owned by the uninsured spouse, the uninsured spouse would be treated as a grantor of the trust, and his or her status as

After the death of the Designated Beneficiary, the Responsible Individual for the successor Designated Beneficiary shall have the right to direct the investment of the Coverdell

If the Designated Beneficiary is someone other than the Traditional IRA Holder’s surviving spouse, the entire interest will be distributed, starting by the end of the calendar

Bruce Jaffee (Chair) Director of the Institute for International Business, Indiana University Kelley School of Business Scott Smart (Vice Chair) Director, Corporate Finance