Approval of Form. This Agreement includes an IRS Forms 5305 series agreement. This IRS document has been approved by the IRS. This approval is not a determination of its merits, and not an endorsement of the investments provided by us, or the operation of 1. IRS Form 5305-R or 5305-RA Agreement. This Disclosure
Appears in 4 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
Approval of Form. This Agreement includes an IRS Forms Form 5305 series agreement. This IRS document has been approved by the IRS. This approval is not a determination of its merits, and not an endorsement of the investments provided by us, or the operation of
1. IRS Form 5305-R or 5305-RA Agreement. This Disclosureof the SIMPLE IRA.
Appears in 4 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
Approval of Form. This Agreement includes an IRS Forms 5305 series agreement. This IRS document has been approved by the IRS. This approval is not a determination of its merits, and not an endorsement of the investments provided by us, or the operation of
1. IRS Form 5305-R or 5305-RA Agreement. This Disclosureof the XXX.
Appears in 3 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
Approval of Form. This Agreement agreement includes an IRS Forms 5305 series agreement. This Articles I through VIII of this IRS document has agreement have been reviewed and approved by the IRS. This approval is not a determination of its merits, and not an endorsement of the investments provided by us, or the operation of
1of the Beneficiary IRA. Article IX of this IRS Form 5305-R agreement contains additional contract provisions that have not been reviewed or 5305-RA Agreement. This Disclosureapproved by the IRS.
Appears in 2 contracts
Samples: Roth Beneficiary Ira Amendment, Roth Beneficiary Ira Amendment
Approval of Form. This Agreement agreement includes an IRS Forms 5305 series agreement. This Articles I through VII of this IRS document has agreement have been reviewed and approved by the IRS. This approval is not a determination of its merits, and not an endorsement of the investments provided by us, or the operation of
1of the Beneficiary IRA. Article VIII of this IRS Form 5305-R agreement contains additional contract provisions that have not been reviewed or 5305-RA Agreement. This Disclosureapproved by the IRS.
Appears in 2 contracts
Samples: Traditional Beneficiary Ira Amendment, Traditional Beneficiary Ira Amendment
Approval of Form. This Agreement includes an IRS Forms 5305 series agreement. This IRS document has been approved by the IRS. This approval is not a determination of its merits, and not an endorsement of the investments provided by us, or the operation of
1. IRS Form 5305-R or 5305-RA Agreement. This Disclosureof the IRA.
Appears in 1 contract
Samples: Customer Agreement
Approval of Form. This Agreement includes an IRS Forms 5305 series agreement. This IRS document has been approved by the IRS. This approval is not a determination of its merits, and not an endorsement of the investments provided by us, us or the operation of
1. IRS Form 5305-R or 5305-RA Agreement. This Disclosureof the HSA.
Appears in 1 contract
Samples: Health Savings Account Application and Adoption Agreement
