IRS Plan Approval. The 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 3 contracts
Samples: Simple Ira Plan Establishment, Custodial Agreement, Adoption Agreement Simple Ira
IRS Plan Approval. The Agreement agreement used to establish this SIMPLE 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 2 contracts
Samples: Wealth Management Agreement, Account Agreement
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: Traditional and Roth Ira Plan Agreement & Disclosure, Individual Retirement Custodial Account Agreement
IRS Plan Approval. The Agreement agreement used to establish this SIMPLE 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: Wealth Management Agreement, Account Agreement
