Annual Accounting. The Custodian shall, at least annually, provide the Depositor or Beneficiary (in the case of death) with an accounting of such Depositor's account. Such accounting shall be deemed to be accepted by the Depositor or the Beneficiary, if the Depositor or Beneficiary does not object in writing within 60 days after the mailing of such accounting statement.
Appears in 15 contracts
Samples: www.iraxp.com, Retirement Custodial Account Agreement, Retirement Custodial Account Agreement
Annual Accounting. The Custodian shall, at least annually, provide the Depositor or Beneficiary (in the case of death) with an accounting of such Depositor's account. Such accounting shall be deemed to be accepted by the Depositor or the Beneficiary, if the Depositor or Beneficiary does not object in writing within 60 days after the mailing of such accounting statement.
Appears in 10 contracts
Samples: Custodial Agreement, Custodial Agreement, Custodial Agreement
Annual Accounting. The Custodian shall, at least annually, provide the Depositor Participant or Beneficiary (in the case of death) with an accounting of such DepositorParticipant's account. Such accounting shall be deemed to be accepted by the Depositor Participant or the Beneficiary, if the Depositor Participant or Beneficiary does not object in writing within 60 days after the mailing of such accounting statement.
Appears in 5 contracts
Samples: Simple Ira, Custodial Agreement, Simple Ira
Annual Accounting. The Custodian shall, at least annually, provide the Depositor or Beneficiary (in the case of death) with an accounting of such Depositor's account. Such accounting shall be deemed to be accepted by the Depositor or the Beneficiary, if the Depositor or Beneficiary does not object in writing within 60 days after the mailing of such accounting statement.
Appears in 5 contracts
Samples: www.nuviewtrust.com, www.nuviewtrust.com, www.nuviewtrust.com
Annual Accounting. The Custodian custodian shall, at least annually, provide the Depositor depositor or Beneficiary beneficiary (in the case of depositor's death) with an accounting of such Depositordepositor's account. Such accounting shall be deemed to be accepted by the Depositor depositor or the Beneficiarybeneficiary, if the Depositor depositor or Beneficiary beneficiary does not object in writing within 60 days after the mailing of such accounting statement. This annual accounting may be delivered electronicall.
Appears in 4 contracts
Samples: Custodial Agreement, Custodial Agreement, Simple Ira
Annual Accounting. The Custodian custodian shall, at least annually, provide the Depositor depositor or Beneficiary beneficiary (in the case of depositor's death) with an accounting of such Depositordepositor's account. Such accounting shall be deemed to be accepted by the Depositor depositor or the Beneficiarybeneficiary, if the Depositor depositor or Beneficiary beneficiary does not object in writing within 60 days after the mailing of such accounting statement. This annual accounting may be delivered electronically.
Appears in 3 contracts
Samples: Custodial Agreement, Simple Ira, Custodial Agreement
Annual Accounting. The Custodian custodian shall, at least annually, provide the Depositor depositor or Beneficiary beneficiary (in the case of depositor's death) with an accounting of such Depositordepositor's account. Such accounting shall be deemed to be accepted by the Depositor depositor or the Beneficiarybeneficiary, if the Depositor depositor or Beneficiary beneficiary does not object in writing within 60 days after the mailing of such accounting statement.
Appears in 3 contracts
Samples: Custodial Agreement, Custodial Agreement, Custodial Agreement
Annual Accounting. The Custodian shall, at least annually, provide the Depositor Participant or Beneficiary (in the case of death) with an accounting of such Depositor's Participant’s account. Such accounting shall be deemed to be accepted by the Depositor Participant or the Beneficiary, if the Depositor Participant or Beneficiary does not object in writing within 60 days after the mailing of such accounting statementstate- ment.
Appears in 2 contracts
Samples: content.lincolninvestment.com, content.lincolninvestment.com
Annual Accounting. The Custodian shall, at least annually, provide the Depositor or Beneficiary (in the case of death) with an accounting of such Depositor's ’s account. Such accounting shall be deemed to be accepted by the Depositor or the BeneficiaryDepositor, if the Depositor or Beneficiary does not object in writing within 60 days after the mailing of such accounting statement.
Appears in 2 contracts
Samples: content.lincolninvestment.com, content.lincolninvestment.com
Annual Accounting. The Custodian shall, at least annually, provide the Depositor Participant or Beneficiary (in the case of death) with an accounting of such DepositorParticipant's account. Such accounting shall be deemed to be accepted by the Depositor or the BeneficiaryParticipant, if the Depositor Participant or Beneficiary does not object in writing within 60 days after the mailing of such accounting statement.
Appears in 2 contracts
Samples: Custodial Agreement, www.iraresources.com
Annual Accounting. The Custodian shall, at least annually, provide the Depositor or Beneficiary (in the case of death) with an accounting of such Depositor's ’s account. Such accounting shall be deemed to be accepted by the Depositor or the BeneficiaryDepositor, if the Depositor or Beneficiary does not object in writing within 60 sixty (60) days after the mailing of such accounting statement.
Appears in 2 contracts
Samples: content.lincolninvestment.com, content.lincolninvestment.com
Annual Accounting. The Custodian shall, at least annually, provide the Depositor or Beneficiary (in the case of Depositor’s death) with an accounting of such the Depositor's account, consistent with the valuation provisions of 9.11 herein. Such accounting shall be deemed to be accepted by the Depositor or the Depositor’s Beneficiary, if the Depositor or Beneficiary does do not object in writing within 60 days after the mailing delivery of such accounting statement.
Appears in 2 contracts
Samples: Simplified Employee Plan Agreement, americanira.com
Annual Accounting. The Custodian or Administrator shall, at least annually, provide the Depositor or Designated Beneficiary (in the case of death) with an accounting of such Depositor's ’s account. Such accounting shall be deemed to be accepted by the Depositor or the Designated Beneficiary, if the Depositor or Designated Beneficiary does not object in writing within 60 days after the mailing of such accounting statement.
Appears in 2 contracts
Samples: Health Savings Custodial Account, Health Savings Custodial Account
Annual Accounting. The Custodian shall, at least annually, provide the Depositor or Beneficiary (in the case of death) with an accounting of such Depositor's accountaccount which accounting may consist of regularly issued brokerage statements. Such accounting shall be deemed to be accepted by the Depositor or the BeneficiaryDepositor, if the Depositor or Beneficiary does not object in writing within 60 days after the mailing of such accounting statement.
Appears in 1 contract
Samples: Custody Agreement Waterhouse Securities (National Investors Cash Management Fund Inc)
Annual Accounting. The Custodian shall, at least annually, provide the Depositor or Beneficiary (in the case of Depositor’s death) with an accounting of such the Depositor's account, consistent with the valuation provisions of 11.11 herein. Such accounting shall be deemed to be accepted by the Depositor or the Depositor’s Beneficiary, if the Depositor or Beneficiary does do not object in writing within 60 days after the mailing delivery of such accounting statement.
Appears in 1 contract
Samples: americanira.com
Annual Accounting. The Custodian shall, at least annually, provide the Depositor or Beneficiary (in the case of death) with an accounting of such Depositor's account. Such accounting shall be deemed to be accepted by the Depositor or the Beneficiary, if the Depositor Deposito r or Beneficiary does not object in writing within 60 days after the mailing of such accounting statement.
Appears in 1 contract
Samples: www-us.computershare.com
Annual Accounting. The Custodian shall, at least annually, provide the Depositor or Beneficiary (in the case of death) with an accounting of such Depositor's ’s account. Such accounting shall be deemed to be accepted by the Depositor or the Beneficiary, if the Depositor or Beneficiary does not object in writing within 60 days after the mailing of such accounting statement. No person other than the Depositor or Beneficiary (in case of death), or their legal representative, may require an accounting or bring any action against the Custodian with respect to the Custodial Account or its actions as Custodian.
Appears in 1 contract
Samples: Retirement Services
Annual Accounting. The Custodian shall, at least annually, provide the Depositor or Beneficiary (in the case of Depositor’s death) with an accounting of such the Depositor's account, consistent with the valuation provisions of 10.12 herein. Such accounting shall be deemed to be accepted by the Depositor or the Depositor’s Beneficiary, if the Depositor or Beneficiary does do not object in writing within 60 days after the mailing delivery of such accounting statement.
Appears in 1 contract
Samples: Roth Individual Retirement Account
Annual Accounting. The Custodian shall, at least annually, provide the Depositor Account Owner or Designated Beneficiary (in the case of death) with an accounting of such DepositorAccount Owner's accountCustodial Account. Such accounting shall be deemed to be accepted by the Depositor Account Owner or the Beneficiary, Designated Beneficiary if the Depositor Account Owner or Designated Beneficiary does not object in writing within 60 days after the mailing of such accounting statement.
Appears in 1 contract
Samples: Savings Account Custodial Agreement
Annual Accounting. The Custodian or Administrator shall, at least annually, provide the Depositor or Beneficiary (in the case of death) with an accounting of such Depositor's accountthe Custodial Account. Such accounting shall be deemed to be accepted by the Depositor or the Beneficiary, if the Depositor or Beneficiary does not object in writing within 60 days after the mailing of such accounting statement.
Appears in 1 contract
Samples: www.theentrustgroup.com