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SECTION 5: Accounts, Account Requests, and Sub-funds
For purposes of choosing a fund group to deposit monies to and for annual reporting, funds are considered restricted if the payee of the money in any way
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Reporting and Disclosure Guide for Employee Benefit Plans
is a temporary suspension, limitation or restriction under an individual account plan Annual Return/Report series regardless of plan size or type of funding.
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PC 669, Proof of Restricted Account and Annual Verification of
USE NOTE: This form must be completed and filed with the court within 28 days of the conservators qualification, or as otherwise ordered by the court, and
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