EARLY DISTRIBUTION, NO KNOWN EXCEPTION
1
EARLY DISTRIBUTION, OTHER THAN DISABILITY OR DEATH
2
DISABILITY
3
DEATH (INCLUDES PAYMENTS TO BENEFICIARY)
4
PROHIBITED TRANSACTION
5
SECTION 1035 TRANSACTION
6
NORMAL DISTRIBUTION
7
EXCESS CONTRIBUTIONS PLUS EARNINGS/EXCESS DEFERRALS TAXED IN 93
8
PS 58 COSTS
9
EXCESS CONTRIBUTIONS PLUS EARNINGS/EXCESS DEFERRALS TAXED IN 92
P
QUALIFIES FOR 5-10-YEAR AVERAGING
A
QUALIFIES FOR DEATH BENEFIT EXCLUSION
B
QUALIFIES FOR BOTH DEATH BENEFIT EXCL. AND 10 YEAR AVERAGING
C
EXCESS CONTRIBUTIONS PLUS EARNINGS/EXCESS DEFERRALS TAXABLE IN 91
D