Jeopardy 10/1

Death Claims

100

This is the first thing you would fill out on a death claim call.

Death Notification Form 

200

All callers must mail in this document before a death claim be looked at by our processing team.

Copy of death certificate 

300

You would click on this if you want to see the status of a death claim

Search (or task manager)

400

When submitting a death claim form you would choose this task type for plans that have Beneficiary Services Groups 

BENENOD

500

When a beneficiary inherits an account, it usually has to be paid out in these number of years.

10 years

SDBAs

100

SDBAs is an acronym short for this

Self Directed Brokeage Accounts

200

If a ppt wants to process a transfer of their retirement account into their SDBA, who would handle this?

We would!

300

When a ppt has an SDBA, it is held through one of these two brokerage firms 

Charles Schwab or Morgan Stanley

400

An SDBA may also be referred to as one of these common alternative names.

Self-Managed Account (SMA)

Mutual Funds Window (MFW)

 Personal Choice Retirement Account (PCRA)

500

You want to confirm this before moving money out of an SDBA

liquid balance (on balance by source screen)

Taxes & 1099Rs

100

A ppt would not get a 1099R for this type of transaction

Loans

200

1099Rs would be sent out in this quarter of the year

First quarter 

300

You would do this if a ppt needs a 1099R correction

submit a task correction

400

We can email a ppt a copy of their 1099r (True/False)

False

500

You can find the distribution code in this box number on a 1099R 

Box 7

RMDs

100

RMDs can start to be taken out when a ppt turns this age

73

200

You can find out how much a person's RMD is by doing this.

Start a withdrawal

300

A person would get this penalty (%) if they didn't have an RMD distributed when it was needed. 

50%

400

RMDS are taxed at this rate by default 

A 10% voluntary tax 

500

When all RMDs are sent automatically to ppts at the end of the year this is known as the RMD _____ Period. 

Sweeps

Now That's What I call Music!

100

We listened to "Good Riddance" by Green Day. Who is the lead singer of Green Day?

Billie Joe Armstrong

200

We listened to "Firework" by Katy Perry earlier. What talent show was Katy a judge on?

American Idol

300

We listened to "Golden" by Kpop Demon Hunters. Speaking of Golden... what is the first line to the Golden Girls Theme Song?

Thank you for being a friend.

400

We listened to "Don't Stop Me Now" by Queen earlier today. Who was the lead guitarist for Queen?

Brian May 

500

Earlier we listened to The Script - Hall of Fame ft will.i.am. What musical group is will.i.am currently part of?

Black Eyed Peas