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.
Appears in 6 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
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-In kind contributions will be valued according to our policies and procedures at the time of the contribution.
Appears in 4 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
Cash or In-Kind Contributions. We may accept transfers, rollovers, recharacterizations, and or other similar contributions transactions in cash or in kind from other IRAs, eligible retirement plans, IRAs 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.
Appears in 2 contracts
Samples: Customer Agreement, Customer Agreement
Cash or In-Kind Contributions. We may accept transfers, rollovers, recharacterizationsconversions, 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.
Appears in 2 contracts
Samples: Customer Agreement, Customer Agreement
Cash or In-Kind Contributions. We may accept transfers, rollovers, recharacterizations, transfer and other similar rollover contributions in cash or in kind from other Xxxx beneficiary IRAs, eligible retirement plansERPs, and as allowed by law. Prior to completing such transactions a transaction, 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.
Appears in 2 contracts
Samples: Roth Beneficiary Ira Amendment, Roth Beneficiary Ira Amendment
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.as
Appears in 1 contract
Samples: Traditional Individual Retirement Custodial Account
