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 XXX 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 XXX also has the authority to amend the terms and conditions our policies and procedures at the time of the contribution. applicable to your SIMPLE XXX in any respect and at any time and
Appears in 2 contracts
Samples: Customer Agreement, Customer Agreement
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 XXX 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 XXX 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 XXX IRA in any respect and at any time and
Appears in 2 contracts
Samples: Customer Agreement, Customer Agreement