Seperation
Monthly payments
What are installments
The terms of the loan
What is 1 - 5 years.
The group eligible for the Retirement Savings plan
What are regular full time and part time employees
The type of funds eligible to be rolled into the plan
What is pre - tax.
The transaction that changes the percentage I contribute to the Retirement Savings Plan
What is a contribution rate change
My vested balance is under $1000. What happens to my balance?
What is cashout
The loan fee (on the second loan)
What is $100
The date that I am eligible for the retirement savings plan
What is date of hire.
Documents needed for roll overs into the plan
What is the check, rollover contribution form, distribution statement, and letter of determination.
The transaction that allows you to move money from one fund to another
What is a fund transfer
The group of people who receive the account maintenance fee.
What is terminated employees
The maximum loan amount
What is $50,000
What is check or direct deposit.
How should the check be made payable
What is the USAA Retirement Savings Plan (USAA RSP)
The transaction that allows you to change your future contributions
What is an investment direction
The timeframe you have to wait before you can take a distribution
What is the 18 day hold
The interest that applies to the loan
What is the rate based on the prime rate plus one as published on the last business day of the previous month in the Wall Street Journal
The amount of loans I can have out at one time
What is two loans
Once I reach the pre-tax/roth IRS limit, can I continue to contribute on an after tax basis
What is the spill over
The transaction that allows you to rearrange your total balance across multiple funds
What is a fund reallocation
The distribution option that does not apply taxes.
What is a roll over out of the plan.
The population that can take a loan
What are active employees
How are loans repaid
What is biweekly payroll deductions
The transaction that automatically reallocates my balance on a annual, semi-annual, or quarterly basis.
What is auto-rebalance.
The transaction the distributes your full vested account balance
What is a final distribution