Directing Investments. All investment directions must be in a format or manner acceptable to us. You may invest in any SIMPLE IRA investments that you are qualified to purchase, and that we are authorized to offer and do offer at the time of the investment selection, and that are acceptable under the applicable
Directing Investments. All investment direction must be in a format or manner acceptable to us. You may invest in any Xxxx XXX investments that you are qualified to purchase, and that we are authorized to offer and do offer at the time of the investment selection, and that are acceptable under the applicable laws governing retirement plans. Your Xxxx XXX investments will be registered in our name or our nominee's name for the benefit of your Xxxx XXX. Specific investment information may be provided at the time of the investment.
Directing Investments. All investment directions must be in a days of our receipt of your written objection to an amendment. In format or manner acceptable to us. You may invest in any Xxxx the event you materially breach this agreement, we can terminate IRA investments that you are qualified to purchase, and that we this agreement by providing you with five days prior written notice. are authorized to offer and do offer at the time of the investment Upon our resignation, you must appoint a qualified successor selection, and that are acceptable under the applicable laws custodian or trustee. Your Xxxx XXX assets will be transferred to the governing retirement plans. Your Xxxx XXX investments will be successor custodian or trustee once we have received appropriate registered in our name for the benefit of your Xxxx XXX. direction. Transfers will be completed within a reasonable time Specific investment information may be provided at the time of following our resignation notice and the payment of your remaining the investment. Xxxx XXX fees or expenses. At the time of resignation we may retain Based on our policies, we may allow you to delegate the the sum necessary to cover any fees and expenses, taxes, or investment responsibility of your Xxxx XXX to an agent by investment penalties. If you fail to provide us with acceptable providing us with written notice of delegation in a format transfer direction within 30 days from the date of the notice we can acceptable to us. We will not review or guide your agent's transfer the assets to a successor custodian or trustee of our choice decisions, and you are responsible for the agent's actions or failure to act. We are not responsible for directing your investments, or providing investment advice, including guidance on the suitability or potential market value of various investments. or distribute them to you in cash.
Directing Investments. All investment direction must be in a the event you materially breach this agreement, we can terminate format or manner acceptable to us. You may invest in any Xxxx this agreement by providing you with five days prior written notice.
Directing Investments. All investment directions must be in a not direct us on the liquidation, we will liquidate the assets of our format or manner acceptable to us. You may invest in any IRA choice and will not be responsible for any losses or claims that may investments that you are qualified to purchase, and that we are arise out of the liquidation. authorized to offer and do offer at the time of the investment
Directing Investments. All investment directions must be in a and will be preceded by written notice to you. Unless otherwise format or manner acceptable to us. You may invest in any required, you are deemed to automatically consent to an amendment, SIMPLE XXX investments that you are qualified to purchase, and which means that your written approval is not required for the that we are authorized to offer and do offer at the time of the amendment to apply to the SIMPLE XXX. In certain instances the investment selection, and that are acceptable under the applicable governing law or our policies may require us to secure your written laws governing retirement plans. Your SIMPLE XXX investments consent before an amendment can be applied to the SIMPLE XXX. If will generally be registered in our name or our nominee's name you want to withhold your consent to an amendment you must (if applicable) for the benefit of your SIMPLE XXX. provide us with a written objection within 30 days of the receipt date of the amendment.
Directing Investments. All investment directions must be in a format or manner acceptable to us. You may invest in any HSA investments that you are qualified to purchase, and that we are authorized to offer and do offer at the time of the investment selection, and that are acceptable under the applicable laws governing HSAs. Your HSA investments will generally be registered in our name or our nominee's name (if applicable) for the benefit of your HSA. Specific investment information may be provided at the time of the investment.
Directing Investments. All investment directions must be in a
Directing Investments. All investment directions must be in a format or manner acceptable to us. You may invest in any IRA investments that you are qualified to purchase, and that we are authorized to offer and do offer at the time of the investment selection, and that are acceptable under the applicable laws governing retirement plans. Your IRA investments will be registered in our name for the benefit of your IRA. Specific investment information may be provided at the time of the investment. Based on our policies, we may allow you to delegate the investment responsibility of your IRA to an agent by providing This fifth day following the postmark is the receipt date. Notices us with written notice of delegation in a format acceptable to us. will be mailed to the last address we have in our records. You are We will not review or guide your agent's decisions, and you are responsible for ensuring that we have your proper mailing address. responsible for the agent's actions or failure to act. We are not Upon your consent, we may provide you with notice in a delivery responsible for directing your investments, or providing format other than by mail. Such formats may include various investment advice, including guidance on the suitability or electronic deliveries. Any notice, including terminations, change in potential market value of various investments. personal information, or contributions mailed to us will be deemed (d) Investment Fees and Asset Liquidation. We have the right to delivered when actually received by us based on our ordinary liquidate your IRA assets to pay fees and expenses, federal tax business practices. All notices must be in writing unless our policies levies, or other assessments on your IRA. If you do not direct and procedures provide for oral notices. us on the liquidation, we will liquidate the assets of our choice
Directing Investments. All investment directions must be in a format or manner acceptable to us. You may invest in any SIMPLE IRA investments that you are qualified to purchase, and that we are authorized to offer and do offer at the time of the investment selection, and that are acceptable under the applicable laws governing retirement plans. Your SIMPLE IRA investments Required minimum distributions will be based on Treasury will generally be registered in our name or our nominee's name Regulations in addition to our then current policies and procedures. for the benefit of your SIMPLE IRA. Specific investment The required minimum distribution regulations are described within information may be provided at the time of the investment. the Disclosure Statement. In the event you fail to take a required Based on our policies, we may allow you to delegate the minimum distribution we may do nothing, distribute your entire investment responsibility of your SIMPLE IRA to an agent by SIMPLE IRA balance, or distribute the amount of your required providing us with written notice of delegation in a format minimum distribution based on our own calculation. acceptable to us. We will not review or guide your agent's 8.14 Cash or In-Kind Contributions. We may accept transfers, decisions, and you are responsible for the agent's actions or rollovers, or other similar transactions in cash or in kind from other failure to act. We are not responsible for directing your IRAs and as allowed by law. Prior to completing such transactions investments, or providing investment advice, including guidance we may require that you provide certain information in a format
