Individual Retirement Accounts. An IRA Account is a form of retirement account established under 26 USC § 408. IRA Accounts are governed by the terms of this Agreement and the terms and disclosures in the IRA application and other IRA documentation.
Individual Retirement Accounts. The Bank offers Individual Retirement Accounts (“IRAs”) for its qualified clients. Presently, your IRA must be in the form of a CD. Please refer to the Bank’s IRA disclosure statement, which we will give to you upon the opening of your IRA.
Individual Retirement Accounts. The Transfer Agent will provide certain agreed upon services to 403(b), individual retirement accounts (“IRAs”), SIMPLE-IRAs, and SEP-IRAs that are directly investing in the Trust, in accordance with mutually agreed upon procedures.
Individual Retirement Accounts. All IRAs related to the Offices that shall not have become IRAs by the close of business on the 30th day following the Closing shall not be assigned by SELLER to BUYER or assumed by BUYER. SELLER may thereafter, at its option, elect to retain such IRAs, advise the account holders that it has withdrawn its resignation as custodian or transfer the amount in such IRAs to the account holders.
Individual Retirement Accounts. In the case of a corporation which is a bank (as defined in section 581) or a de- pository institution holding company (as defined in section 3(w)(1) of the Federal Deposit Insurance Act (12 U.S.C. 1813(w)(1)), a trust which con- stitutes an individual retirement ac- count under section 408(a), including one designated as a Xxxx XXX under section 408A, but only to the extent of the stock held by such trust in such bank or company as of October 22, 2004. Individual retirement accounts (includ- ing Xxxx IRAs) are not otherwise eligi- ble S corporation shareholders.
Individual Retirement Accounts. IRAs are governed by the terms of the Account Agreements and the terms and disclosures in the IRA application and other IRA documentation, which are incorporated in this Agreement by reference.
Individual Retirement Accounts. A Plan may be used by qualified individuals who wish to establish an IRA.
Individual Retirement Accounts. As Covered in Board Policy.
Individual Retirement Accounts. All IRAs related to the Offices that shall not have been transferred to BUYER by the close of business on the thirtieth (30th) day following the Closing may be retained by SELLER at its option, and for any such IRAs retained, SELLER shall advise the account holders that it has withdrawn its resignation as custodian or transfer the amount in such IRAs to the account holders.
Individual Retirement Accounts. I understand and acknowledge that my Premiere Select IRA Application, Premiere Select SIMPLE IRA Plan Account Application or Premiere Select Retirement Plan Account Application, this Retirement Account Customer Agreement, the Premiere Select IRA Custodial Agreement and Disclosure Statement, Premiere Select Xxxx XXX Custodial Agreement and Disclosure Statement, Premiere Select SIMPLE IRA Custodial Agreement and Disclosure Statement, or the Premiere Select Retirement Plan and Trust Agreement, as applicable, include the terms and conditions of my relationship with You, NFS and FMTC, and my beneficiary(ies) are subject to and bound by the terms and conditions of these documents. I further understand and acknowledge that (i) my beneficiary is the individual(s), estate, trust or organization designated by me and received and accepted by NFS at the time of account opening, (ii) I may change my beneficiary designation at any time by contacting my PNCI Financial Advisor, and (iii) each subsequent beneficiary designation for my account that is received and accepted by NFS shall cancel and replace all previous designations for my account. Beneficiaries for assets held away from the brokerage account, such as annuity and insurance products, will be as designated on the carrier paperwork and may be different from those listed on the brokerage account. I have reviewed Article VIII, Section 8 of the Premiere Select IRA Custodial Agreement, Article IX, Section 9 of the Premiere Select Xxxx XXX Custodial Agreement, Article VIII, Section 8 of the Premiere Select SIMPLE IRA Custodial Agreement or Article 7, Section
