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.
Appears in 4 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
