Conversion Information. New Conversion If you are converting from your Traditional XXX held with us to this new Xxxx XXX, please provide your Traditional XXX account number. Account Number —
Appears in 3 contracts
Samples: Roth Ira Adoption Agreement, Roth Ira Application and Adoption Agreement, Roth Ira Adoption Agreement
Conversion Information. New Conversion If you are converting from your Traditional XXX (or SIMPLE XXX) held with us to this new Xxxx XXX, please provide your Traditional XXX account number. Account Number —
Appears in 1 contract
Samples: Roth Ira Custodial Account Agreement