Common use of IRS Plan Approval Clause in Contracts

IRS Plan Approval. The agreement used to establish this IRA 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 3 contracts

Samples: www.absoluteadvisers.com, southeastinvestmentsnc.com, 4kmc.com

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IRS Plan Approval. The agreement Agreement used to establish this IRA 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 3 contracts

Samples: www.navyfederal.org, Custodial Agreement, www.atlwealth.com

IRS Plan Approval. The agreement used to establish this inherited IRA 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 3 contracts

Samples: www.stifel.com, Adoption Agreement, Stifel Account

IRS Plan Approval. The agreement used to establish this IRA has been approved by the IRS. The IRS approval is a determination determi- nation only as to form. It is not an endorsement of the plan in operation or of the investments offered.

Appears in 2 contracts

Samples: www.stifel.com, Stifel Account

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IRS Plan Approval. The agreement Agreement used to establish this SIMPLE IRA 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 2 contracts

Samples: Custodial Agreement, Adoption Agreement

IRS Plan Approval. The agreement used to establish this inherited Roth IRA has been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement endorse- ment of the plan in operation or of the investments offered.

Appears in 1 contract

Samples: www.stifel.com

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