Fees Associated with Farm Credit
Annual Administrative Fee Amount
What is $23.00
Not covered with Money management.
What is Company Stock, Redemption Fees, and Spousal Consent?
The waiting period
What is 30 calendar-days? (lump sum will not show the sum available until this time has passed)
The Self Direct Account transfer
What is will transfer in-kind but will have new account numbers for each ROTH and Non-Roth Accounts?
Required in order to be eligible for plan determined by Farm Credit
What is after 1,000 hours of service?
Expedited Check Delivery Fee
What is $50.00 each transaction?
Money Management Advice
What is 90-day free trial?
Payout Options under $1,000
What is paid out at the end of the month, 90 days following term notification date?
Naming for Self-Directed Brokerage Accounts
What is TD Account, TD Ameritrade account, and SDBA?
Types of Enrollments available.
What is Auto enroll or select enrollment?
Loan Initiation Fee
What is $50.00 per Loan?
The Rebalance Options.
What is auto account rebalance on quarterly, semi annual, or annual basis?
What is One-time rebalance, once per day but unlimited basis?
Payout Options $1,000 - $5,000
What is 90 days following term notication date?
What is there is no minimum account balance required to open SDBA?
The process of Auto Enrollment
What is 45 days after eligibility date?
Loan Maintenance Fee
What is $25.00 annually?
The Fund Restrictions
What is the FCF Western Frozen Fixed Fund - no contributions or transfers-in allowed? (Transfers-out are allowed)
Payout Options over $5,000
What is Deferral until RMD age, Partial (non-Roth & Roth), Recurring RMDs, and Installments (Non-Roth & Roth)?
Transfer Balances
Included in Auto Enrollment
What is 6% before tax, annual auto enrollment rate escalator to max of 15%, and refund not available?
Fees associated with QDRO Review
What is $450.00 is manually submitted and $350.00 is submitted online.
What is the TD Ameritrade account,
Voya Installment payments
What are the payment date August 5th, can be changed to the 20th of each month?
If PPT installments are scheduled between 8/1 -8/4 - would need to request a partial distribution by 7/24/2023.
Investment amount
What is up to 99% of the account balance can be invested in the SDBA?
Exclusions to Enrollment
What is leased employees, part-time employees, temporary employees, intern, and nonresident aliens?