Common use of Custodian’s Limited Duties Clause in Contracts

Custodian’s Limited Duties. (a) Our duties as Custodian of your Xxxx XXX Account are limited to those set forth in this Agreement. Our duties are limited to (i) receiving funds or investments from you or your designated/appointed representative and (ii) following your directions concerning your Xxxx XXX Account, and (iii) carrying out our ministerial duties as directed Custodian as set forth in this Agreement below. (b) It shall be our duty to maintain an Account in your name and to effect administrative tasks at your direction. Such tasks include the following: (i) holding and/or investing/re-investing any part of your Xxxx XXX Account at your direction; (ii) selling, conveying, transferring and otherwise following your directives concerning property held in your Xxxx XXX Account; (iii) borrowing and lending money and extending mortgages at your direction; (iv) retaining cash and assets in your Xxxx XXX Account, which Xxxx XXX Account shall reflect the amounts contributed by you from rollover, transfers, investments and distributions, disbursements and all other transactions directed by you; (v) holding any securities or property which has been properly registered to your Xxxx XXX Account; (vi) filing certain tax forms such as 5498s and 1099s, when applicable; (vii) unless otherwise directed by you, depositing all undirected and uninvested cash from any source into the Program as set forth and defined in Article XI, Section 11.3(e) and 11.3(f), and Article XIII, Section 13.1(b) of this Agreement, and then to place such deposited cash into one or more financial institutions as described in those sections; (viii) making payments, disbursements or distributions from your Xxxx XXX Account at your instruction; (ix) furnishing to you, on a least an annual basis, a statement of your assets and transactions in your Xxxx XXX Account; and (x) making, executing and delivering any and all contracts, waivers, releases and any other documents necessary for effecting a transaction directed by you.

Custodian’s Limited Duties. (a) Our duties as Custodian of your Xxxx XXX IRA Account are limited to those set forth in this Agreement. Our duties are limited to (i) receiving funds or investments from you or your designated/appointed representative representative, and (ii) following your directions concerning your Xxxx XXX Account, and (iii) carrying out our ministerial duties as directed Custodian as set forth in this Agreement below. (b) It shall be our duty to maintain an Account in your name and to effect administrative tasks at your direction. Such tasks include the following: (i) holding and/or investing/re-investing any part of your Xxxx XXX IRA Account at your direction; (ii) selling, conveying, transferring transferring, and otherwise following your directives concerning property held in your Xxxx XXX IRA Account; (iii) borrowing and lending money and extending mortgages at your direction; (iv) retaining cash and assets in your Xxxx XXX IRA Account, which Xxxx XXX IRA Account shall reflect the amounts contributed by you from rollover, transfers, investments and distributions, disbursements and all other transactions directed by you; (v) holding any securities or property which has been properly registered to your Xxxx XXX IRA Account; (vi) filing certain tax forms such as 5498s and 1099s, when applicable; (vii) unless otherwise directed by you, depositing all undirected and uninvested cash from any source into the Program as set forth and defined in Article XIX, Section 11.3(e10.3(e) and 11.3(f10.3(f), and Article XIIIXII, Section 13.1(b12.1(b) of this Agreement, and then to place such deposited cash into one or more financial institutions as described in those sections; (viii) making payments, disbursements disbursements, or distributions from your Xxxx XXX IRA Account at your instruction; (ix) furnishing to you, on a least an annual basis, a statement of your assets and transactions in your Xxxx XXX IRA Account; and (x) making, executing executing, and delivering any and all contracts, waivers, releases releases, and any other documents necessary for effecting a transaction directed by you.

Custodian’s Limited Duties. (a) Our duties as Custodian of your Xxxx XXX IRA Account are limited to those set forth in this Agreement. Our duties are limited to (i) receiving funds or investments from you or your designated/appointed representative representative, and (ii) following your directions concerning your Xxxx XXX Account, and (iii) carrying out our ministerial duties as directed Custodian as set forth in this Agreement below. (b) It shall be our duty to maintain an Account in your name and to effect administrative tasks at your direction. Such tasks include the following: (i) holding and/or investing/re-investing any part of your Xxxx XXX IRA Account at your direction; (ii) selling, conveying, transferring and otherwise following your directives concerning property held in your Xxxx XXX IRA Account; (iii) borrowing and lending money and extending mortgages at your direction; (iv) retaining cash and assets in your Xxxx XXX IRA Account, which Xxxx XXX IRA Account shall reflect the amounts contributed by you from rollover, transfers, investments and distributions, disbursements and all other transactions directed by you; (v) holding any securities or property which has been properly registered to your Xxxx XXX IRA Account; (vi) filing certain tax forms such as 5498s and 1099s, when applicable1099s required of us as Custodian; (vii) unless otherwise directed by you, depositing all undirected and uninvested cash from any source into the Program as set forth and defined in Article XIX, Section 11.3(e10.3(e) and 11.3(f10.3(f), and Article XIIIXII, Section 13.1(b12.1(b) of this Agreement, and then to place such deposited cash into one or more financial institutions as described in those sections; (viii) making payments, disbursements or distributions from your Xxxx XXX IRA Account at your instruction; (ix) furnishing to you, on a least an annual basis, a statement of your assets and transactions in your Xxxx XXX IRA Account; and (x) making, executing and delivering any and all contracts, waivers, releases and any other documents necessary for effecting a transaction directed by you.

Custodian’s Limited Duties. (a) Our duties as Custodian of your Xxxx XXX Account are limited to those set forth in this Agreement. Our duties are limited to (i) receiving funds or investments from you or your designated/appointed representative and (ii) following your directions concerning your Xxxx XXX Account, and (iii) carrying out our ministerial duties as directed Custodian as set forth in this Agreement below. (b) It shall be our duty to maintain an Account in your name and to effect administrative tasks at your direction. Such tasks include the following: (i) holding and/or investing/re-investing any part of your Xxxx XXX Account at your direction; (ii) selling, conveying, transferring and otherwise following your directives concerning property held in your Xxxx XXX Account; (iii) borrowing and lending money and extending mortgages at your direction; (iv) retaining cash and assets in your Xxxx XXX Account, which Xxxx XXX Account shall reflect the amounts contributed by you from rollover, transfers, investments and distributions, disbursements and all other transactions directed by you; (v) holding any securities or property which has been properly registered to your Xxxx XXX Account; (vi) filing certain tax forms such as 5498s and 1099s, when applicable1099s required of us as Custodian; (vii) unless otherwise directed by you, depositing all undirected and uninvested cash from any source into the Program as set forth and defined in Article XI, Section 11.3(e) and 11.3(f), and Article XIII, Section 13.1(b) of this Agreement, and then to place such deposited cash into one or more financial institutions as described in those sections; (viii) making payments, disbursements or distributions from your Xxxx XXX Account at your instruction; (ix) furnishing to you, on a least an annual basis, a statement of your assets and transactions in your Xxxx XXX Account; and (x) making, executing and delivering any and all contracts, waivers, releases and any other documents necessary for effecting a transaction directed by you.

Custodian’s Limited Duties. (a) Our duties as Custodian of your Xxxx XXX IRA Account are limited to those set forth in this Agreement. Our duties are limited to (i) receiving funds or investments from you or your designated/designated/ appointed representative representative, and (ii) following your directions concerning your Xxxx XXX Account, and (iii) carrying out our ministerial duties as directed Custodian as set forth in this Agreement below. (b) It shall be our duty to maintain an Account in your name and to effect administrative tasks at your direction. Such tasks include the following: (i) holding and/or investing/re-investing any part of your Xxxx XXX IRA Account at your direction; (ii) selling, conveying, transferring transferring, and otherwise following your directives concerning property held in your Xxxx XXX IRA Account; (iii) borrowing and lending money and extending mortgages at your direction; (iv) retaining cash and assets in your Xxxx XXX IRA Account, which Xxxx XXX IRA Account shall reflect the amounts contributed by you from rollover, transfers, investments and distributions, disbursements and all other transactions directed by you; (v) holding any securities or property which has been properly registered to your Xxxx XXX IRA Account; (vi) filing certain tax forms such as 5498s and 1099s, when applicable; (vii) unless otherwise directed by you, depositing all undirected and uninvested cash from any source into the Program as set forth and defined in Article XIX, Section 11.3(e10.3(e) and 11.3(f10.3(f), and Article XIIIXII, Section 13.1(b12.1(b) of this Agreement, and then to place such deposited cash into one or more financial institutions as described in those sections; (viii) making payments, disbursements disbursements, or distributions from your Xxxx XXX IRA Account at your instruction; (ix) furnishing to you, on a least an annual basis, a statement of your assets and transactions in your Xxxx XXX IRA Account; and (x) making, executing executing, and delivering any and all contracts, waivers, releases releases, and any other documents necessary for effecting a transaction directed by you.

Custodian’s Limited Duties. (a) Our duties as Custodian custodian of your Xxxx XXX HSA Account are limited to those set forth in this Agreement. Our duties are limited to (i) receiving funds or investments from you or your designated/appointed representative and representative, (ii) following your directions concerning your Xxxx XXX AccountHSA, and (iii) carrying out our ministerial duties as directed Custodian custodian as set forth in this Agreement below. (b) It shall be our duty to maintain an Account account in your name and to effect administrative tasks at your direction. Such tasks include the following: (i) holding and/or investing/re-investing any part of your Xxxx XXX Account HSA at your direction; (ii) selling, conveying, transferring and otherwise following your directives concerning property held in your Xxxx XXX AccountHSA; (iii) borrowing and lending money and extending mortgages at your direction; (iv) retaining cash and assets in your Xxxx XXX HSA Account, which Xxxx XXX HSA Account shall reflect the amounts contributed by you from rollover, transfers, investments and distributions, disbursements and all other transactions directed by you; (v) holding any securities or other property which has been properly registered to your Xxxx XXX HSA Account; (vi) filing certain tax forms such as 5498s and 1099s, when applicable1099s required of us as Custodian; (vii) unless otherwise directed by you, depositing all undirected and uninvested cash from any source into the Program as set forth and defined in Article XIXV, Section 11.3(e) and 11.3(f), and Article XIII, Section 13.1(b15.1(b) of this Agreement, and then to place such deposited cash into one or more financial institutions as described in those sections; (viii) making payments, disbursements or distributions from your Xxxx XXX Account HSA at your instruction; (ix) furnishing to you, on a at least an annual basis, a statement of your assets and transactions in your Xxxx XXX AccountHSA; and (x) making, executing and delivering any and all contracts, waivers, releases and any other documents document necessary for effecting a transaction directed by you.

Custodian’s Limited Duties. (a) Our duties as Custodian of your Xxxx XXX Account are limited to those set forth in this Agreement. Our duties are limited to (i) receiving funds or investments from you or your designated/appointed representative Representative, as defined and set forth in Section 7 of this Agreement, and (ii) following your directions concerning your Xxxx XXX Account, and (iii) carrying out our ministerial duties as directed Custodian as set forth in this Agreement below. (b) It shall be our duty to maintain an Account in your name and to effect administrative tasks at your direction. Such tasks include the following: (i) holding and/or investing/re-taking, holding, investing and distributing any part of your Xxxx XXX Account at your direction; (ii) selling, conveying, transferring and otherwise following your directives concerning property held in your Xxxx XXX Account; (iii) borrowing and lending money and extending mortgages at your direction; (iv) retaining cash and assets in your Xxxx XXX Account, which Xxxx XXX Account shall reflect the amounts contributed by you from rollover, transfers, investments and distributions, disbursements and all other transactions directed by you; (v) holding any securities or property which has been properly registered to your Xxxx XXX Account; (vi) filing certain tax forms such required of us as 5498s and 1099s, when applicableCustodian; (vii) unless otherwise directed by you, depositing all undirected and uninvested cash from any source into the Program as set forth and defined in Article XIIV, Section 11.3(e) and 11.3(f), and Article XIII, Section 13.1(b4.1(b) of this Agreement, and then to place such deposited cash into one or more financial institutions as described in those sections; (viii) making payments, disbursements or distributions from your Xxxx XXX Account at your instruction; (ix) furnishing to you, on a least an annual basis, a statement of your assets and transactions in your Xxxx XXX Account; and (x) making, executing and delivering any and all contracts, waivers, releases and any other documents necessary for effecting a transaction directed by you.