Cash Contributions. We may accept transfers, rollovers, direction. Transfers will be completed within a reasonable time recharacterizations, and other similar contributions in cash from following our resignation notice and the payment of your remaining other IRAs, eligible retirement plans, and as allowed by law. Prior IRA fees or expenses. At the time of resignation we may retain the to completing such transactions we may require that you provide sum necessary to cover any fees and expenses, taxes, or investment certain information in a format acceptable to us. penalties. If you fail to provide us with acceptable transfer direction
Appears in 10 contracts
Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement