CHANGE OF INVESTMENT. A Participant (or a Beneficiary of a deceased Participant) may change the Fund in which his/her account is invested by filing with the Custodian directions in a form, manner and medium acceptable to the Custodian at such times as the Participant (or a Beneficiary of a deceased Participant) shall deem appropriate. No such change of investment shall be effective until received by the Custodian and, once effective, shall remain in effect until properly changed.
Appears in 5 contracts
Samples: Roth Individual Retirement Account Custodial Account Agreement, Traditional Individual Retirement Account Custodial Account Agreement, Traditional Individual Retirement Account Custodial Account Agreement