IRS Plan Approval. Articles I through VIII of the agreement used to establish this Xxxx XXX have been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.
Appears in 49 contracts
Samples: Roth Individual Retirement Custodial Account Agreement, Roth Ira Account Application & Agreement, Customer Account Agreement
IRS Plan Approval. Articles I through VIII of the The agreement used to establish this Xxxx XXX have has been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.
Appears in 18 contracts
Samples: Roth Individual Retirement Custodial Account Agreement, Wealth Management Agreement, Roth Individual Retirement Custodial Account Agreement
IRS Plan Approval. Articles I through VIII of the The agreement used to establish this Xxxx XXX have has been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.
Appears in 9 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
IRS Plan Approval. Articles I through VIII of the agreement The Agreement used to establish this Xxxx XXX have has been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.
Appears in 9 contracts
Samples: Wealthfront Roth Ira Agreement, Roth Ira Account Agreement, Roth Ira Plan Agreement
IRS Plan Approval. Articles I through VIII of the agreement used to establish this inherited Xxxx XXX have been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.
Appears in 7 contracts
Samples: Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement, Inherited Roth Ira Adoption Agreement
IRS Plan Approval. Articles I through VIII VII of the agreement used to establish this Xxxx XXX have been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.
Appears in 5 contracts
Samples: Traditional Individual Retirement Account Custodial Agreement, Individual Ira or Sep Account Application & Agreement, Traditional Ira Adoption Agreement
IRS Plan Approval. Articles I through VIII VII of the agreement used to establish this Xxxx inherited XXX have been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.
Appears in 1 contract
Samples: Inherited Ira Adoption Agreement
