Income Tax Receipts. Not later than March 30th in each year, the Trustee will furnish, or cause to be furnished, to the Annuitant or the Annuitant’s Spouse a receipt showing contributions made by the Annuitant or the Annuitant’s Spouse to the Plan during the preceding year and, if applicable, the first 60 days of the current year.
Appears in 6 contracts
Samples: Client Agreement, Securities Dealer and Investment Advisor Agreement, Client Account Agreement
Income Tax Receipts. Not later than March 30th in each year, the Trustee will furnish, or cause to be furnished, to the Annuitant or the Annuitant’s Spouse spouse a receipt showing contributions made by the Annuitant or the Annuitant’s Spouse spouse to the Plan during the preceding year andyear, and if applicable, the first 60 sixty (60) days of the current year.
Appears in 1 contract
Samples: Client Agreement