Common use of Cash or In-Kind Rollovers Clause in Contracts

Cash or In-Kind Rollovers. You may be eligible to make a rollover contribution of your SIMPLE IRA distribution, in cash or in kind, to a SIMPLE IRA, traditional IRA, or certain employer-sponsored eligible retirement plans. Rollovers to and from SIMPLE IRAs, traditional IRAs, and eligible retirement plans are described in greater detail elsewhere in this Disclosure Statement.

Appears in 14 contracts

Samples: Simple Ira Custodial Account Adoption Agreement, Simple Ira Custodial Account Adoption Agreement, Simple Ira Custodial Account Adoption Agreement

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Cash or In-Kind Rollovers. You may be eligible to make a rollover contribution of your SIMPLE IRA XXX distribution, in cash or in kind, to a SIMPLE IRAXXX, traditional IRAXXX, or certain employer-sponsored eligible retirement plans. Rollovers to and from SIMPLE IRAs, traditional IRAs, and eligible retirement plans are described in greater detail elsewhere in this Disclosure Statement.

Appears in 2 contracts

Samples: Customer Agreement, Customer Agreement

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Cash or In-Kind Rollovers. You may be eligible to make a rollover contribution of your SIMPLE IRA distributioncontribution, in cash or in kind, to a SIMPLE IRA, traditional IRA, an IRA or certain employer-employer- sponsored eligible retirement plans. Rollovers to and from SIMPLE IRAs, traditional IRAs, IRAs and eligible retirement plans are described in greater detail elsewhere in this Disclosure Statement.

Appears in 1 contract

Samples: Traditional Individual Retirement Custodial Account

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