Cash or In-Kind Contributions. We may accept transfers, rollovers, recharacterizations, and other similar contributions in cash or in kind from other IRAs, eligible retirement plans, and as allowed by law. Prior to completing such transactions we may require that you provide certain information in a format acceptable to us. In-kind contributions will be valued according to our policies and procedures at the time of the contribution.
Cash or In-Kind Contributions. We may accept transfers, decisions, and you are responsible for the agent's actions or rollovers, or other similar transactions in cash or in kind from other failure to act. We are not responsible for directing your IRAs and as allowed by law. Prior to completing such transactions investments, or providing investment advice, including guidance we may require that you provide certain information in a format
Cash or In-Kind Contributions. We may accept transfers, 8.21 Authority of Folio to Appoint a New Custodian. Pursuant to our rollovers, or other similar transactions in cash or in kind from other relationship with Folio, Folio has the authority to remove us and IRAs and as allowed by law. Prior to completing such transactions appoint a new custodian of your SIMPLE IRA upon 30 days advance we may require that you provide certain information in a format written notice to you. Folio as the broker-dealer on your SIMPLE acceptable to us. In-kind contributions will be valued according to IRA also has the authority to amend the terms and conditions our policies and procedures at the time of the contribution. applicable to your SIMPLE IRA in any respect and at any time and
Cash or In-Kind Contributions. We may accept transfers, incurred by reason of your information, direction, or actions. rollovers, conversions, and other similar contributions in cash or in Additionally, you represent that it is your responsibility to seek the kind from other IRAs, eligible retirement plans, and as allowed by guidance of a tax or legal professional for your Xxxx XXX issues. law. Prior to completing such transactions we may require that you We are not responsible for determining whether your contributions provide certain information in a format acceptable to us. In-kind or distributions comply with this agreement or the federal laws contributions will be valued according to our policies and governing retirement plans. We are not responsible for any taxes, procedures at the time of the contribution.
Cash or In-Kind Contributions. We may accept transfers, rollovers, recharacterizations, and other similar contributions in cash or in kind from other IRAs, eligible retirement plans, and as 30 days written notice prior to the resignation date, or within five days of our receipt of your written objection to an amendment. In the event you materially breach this agreement, we can terminate this agreement by providing you with five days prior written notice. Upon our resignation, you must appoint a qualified successor custodian or trustee. Your IRA assets will be transferred to the successor custodian or trustee once we have received appropriate direction. Transfers will be completed within a reasonable time following our resignation notice and the payment of your remaining IRA fees or expenses. At the time of resignation we may retain the sum necessary to cover any fees and expenses, taxes, or investment penalties. If you fail to provide us with acceptable transfer direction within 30 days from the date of the notice, we can transfer the assets to a successor custodian or trustee of our choice, distribute the assets to you in kind, or liquidate the assets and distribute them to you in cash.
Cash or In-Kind Contributions. We may accept transfers, rollovers, and other similar contributions in cash or in kind from other HSAs, Xxxxxx Medical Savings Accounts (MSAs), and as allowed by law. Prior to completing such transactions we may require that you provide certain information in a format acceptable to us. In-kind contributions will be valued according to our policies and procedures at the time of the contribution.
