A direct transfer from one qualified plan to another qualified plan. | OLI_TAXDISBURSE_QAULIFIED | 3 |
A distribution, tax status unknown | OLI_TAXDISBURSE_DISTRIBUTION | 25 |
A known exception to the 10 percent early withdrawal penalty applies to This
withdrawal. | OLI_TAXDISBURSE_TENPCTRULE | 12 |
Annuitant Reaches 59 1/2 | OLI_TAXDISBURSE_FIFTYNINE | 14 |
Annuitant Reaches age 70 1/2 | OLI_TAXDISBURSE_SEVENTY | 17 |
Conversion of a traditional IRA to a Roth IRA. The withdrawal is taxable but is not
subject to the 10% early withdrawal penalty. | OLI_TAXDISBURSE_ROTHCIONV | 8 |
Death Proceeds Received for Life Expectancy Continuation Contracts | OLI_TAXDISBURSE_LIFEEXPECT | 24 |
Distribution for Qualified Direct Rollovers | OLI_TAXDISBURSE_TRUSTEE | 10 |
Distribution for Qualified Indirect Rollovers | OLI_TAXDISBURSE_ROLLOUT | 11 |
Early Distribution for SIMPLE IRA | OLI_TAXDISBURSE_EARLY | 13 |
Excess Contributions before Filing Date | OLI_TAXDISBURSE_EXCESSCONT | 21 |
Excess withdrawal from a qualified annuity after the tax return date | OLI_TAXDISBURSE_EXCESSAFTER | 4 |
Excess withdrawal from a qualified annuity Before the tax return date | OLI_TAXDISBURSE_EXCESSBEFORE | 5 |
Financial hardship withdrawal for qualified Plan | OLI_TAXDISBURSE_HARDSHIP | 2 |
Forced Withdrawal - This is used to identify withdrawals processed in order to re-qualify
contracts which have exceeded TEFRA/DEFRA guidelines. This type of disbursement is exempt
from surrender charges. | OLI_TAXDISBURSE_FORCED | 1 |
Medical Disability | OLI_TAXDISBURSE_MEDDISABILITY | 15 |
Other | OLI_OTHER | 2147483647 |
Premature Distribution | OLI_TAXDISBURSE_PREMATURE | 19 |
Qualified Loan as Distribution | OLI_TAXDISBURSE_QUALLOAN | 23 |
Qualified total distribution. Used to identify funds which are taxable based on QTD tax
tables. | OLI_TAXDISBURSE_TOTAL | 6 |
Recharacterization | OLI_TAXDISBURSE_RECHAR | 22 |
Separation from Service | OLI_TAXDISBURSE_SVCSEPARATION | 20 |
Tax Sheltered Annuity (TSA) Loan | OLI_TAXDISBURSE_LOAN | 16 |
Termination due to disability, death or separation from service for qualified plan
withdrawals. | OLI_TAXDISBURSE_DISABILTITY | 7 |
Unknown | OLI_UNKNOWN | 0 |
Withdrawal for first homebuyer's expenses and is subject to the IRS maximum
amount. | OLI_TAXDISBURSE_1STHOME | 9 |