Common use of Directing Investments Clause in Contracts

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.

Appears in 14 contracts

Sources: Individual Retirement Custodial Account Adoption Agreement, Traditional Individual Retirement Custodial Account, Individual Retirement Custodial Account Adoption Agreement

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 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.applicable

Appears in 13 contracts

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

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.

Appears in 2 contracts

Sources: Roth Beneficiary Ira Amendment, Roth Beneficiary Ira Amendment

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 generally be registered in our name or our nominee's name (if applicable) for the benefit of your IRA. Specific investment information may be provided at the time of the investment.

Appears in 2 contracts

Sources: Customer Agreement, Traditional Individual Retirement Custodial Account

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 will generally be registered in our name or our nominee's name (if applicable) for the benefit of your SIMPLE IRA. Specific investment information may be provided at the time of the investment.

Appears in 1 contract

Sources: Customer Agreement

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 generally be registered in our name or our nominee's name (if applicable) for the benefit of your IRA. Specific investment information may be provided at the time of the investment.

Appears in 1 contract

Sources: Customer Agreement

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 will generally be registered in our name or our nominee's name for the benefit of your SIMPLE IRA. Specific investment information may be provided at the time of the investment.

Appears in 1 contract

Sources: Customer Agreement

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 Beneficiary IRA investments will generally be registered in our name or our nominee’s name for the benefit of your Beneficiary IRA. Specific investment information may be provided at the time of the investment.

Appears in 1 contract

Sources: Traditional Beneficiary Ira Amendment