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Appendices
Alternative rules and provisions may apply if you participated in the retirement plan of a heritage organization. The rules and provisions affecting your situation may be described in one or more of the following Appendices — which will depend on your hire date, the company originally employing you, and whether you have incurred a break in service.
If you were originally hired by the Chase Manhattan Corporation prior to January 1, 1997, you should refer to:
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Appendix A for the period January 1, 2002 to December 31, 2004
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Appendix B: Section 1 for the period January 1, 1997 to December 31, 2001
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Appendix B: Section 2 for the period prior to January 1, 1997
If you were originally hired by Chemical Banking Corporation or Manufacturers Hanover Corporation, you should refer to:
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Appendix A for the period January 1, 2002 to December 31, 2004
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Appendix B: Section 1 for the period January 1, 1997 to December 31, 2001
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Appendix B: Section 3 for the period prior to January 1, 1997
If you were originally hired by J.P. Morgan, you should refer to:
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Appendix A for the period January 1, 2002 to December 31, 2004
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Appendix C for the period prior to December 31, 2001
If you were an active participant in the Bank One Corporation Personal Pension Account Plan ("Bank One Plan") as of December 31, 2004 and became an active participant in the JPMorgan Chase Retirement Plan on January 1, 2005, you should refer to Appendix D.
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