Notices and Change of Address. Any required notice regarding this IRA will be considered effective when we send it to the intended recipient at the last address that we have in our records. Any notice to be given to us will be considered effective when we actually receive it. You, or the intended recipient, must notify us of any change of address.
Appears in 23 contracts
Samples: Customer Account Agreement, Individual Retirement Trust Account Agreement, Individual Retirement Account Custodial Agreement
Notices and Change of Address. Any required notice regarding this SIMPLE IRA will be considered effective when we send it to the intended recipient at the last address that we have in our records. Any notice to be given to us will be considered effective when we actually receive it. You, or the intended recipient, must notify us of any change of address.
Appears in 18 contracts
Samples: Ira Plan Agreement & Disclosure, Simple Ira Custodial Account Agreement, Simple Ira Adoption Agreement
Notices and Change of Address. Any required notice regarding this inherited IRA will be considered effective when we send it to the intended recipient at the last address that we have in our records. Any notice to be given to us will be considered effective when we actually receive it. You, or the intended recipient, must notify us of any change of address.
Appears in 9 contracts
Samples: Individual Retirement Custodial Account Agreement, Inherited Ira Adoption Agreement, Wealth Management Agreement
Notices and Change of Address. Any required notice regarding this SIMPLE IRA will be considered effective when we send it to the intended recipient at the last address that we have in our records. Any notice to be given to us will be considered effective when we actually receive it. You, or the intended recipient, must notify us in writing of any change of address.
Appears in 7 contracts
Samples: Simple Ira Custodial Account Adoption Agreement, Simple Ira Custodial Account Adoption Agreement, Simple Ira Account Application
Notices and Change of Address. Any required notice regarding re- xxxxxxx this IRA will be considered effective when we send it to the intended recipient at the last address that which we have in our records. Any notice to be given to us will be considered effective when we actually receive it. You, or the intended recipient, must notify us of any change of address.
Appears in 6 contracts
Samples: Wealth Management Agreement, Account Agreement, Account Agreement
Notices and Change of Address. Any required notice regarding this IRA will be considered effective when we send it to the intended recipient at the last address that we have in our records. Any notice to be given to us will be considered effective when we actually receive it. You, or the intended recipient, must notify us in writing of any change of address.
Appears in 6 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Notices and Change of Address. Any required notice regarding this IRA will be considered effective when we send it sent by the Custodian to the intended recipient at the last address that we have which the Custodian has in our its records. Any notice to be given to us the Custodian will be considered effective when we actually receive itreceived. YouThe IRA Owner, or the intended recipient, must notify us the Custodian of any change of address.
Appears in 4 contracts
Samples: Ira Prototype Agreement and Disclosure Statement, Ira Prototype Agreement and Disclosure Statement, Ira Prototype Agreement
Notices and Change of Address. Any required notice regarding this inherited IRA will be considered effective when we send it to the intended recipient at the last address that we have in our records. Any notice to be given to us will be considered effective when we actually receive it. You, or the intended recipient, must notify us in writing of any change of address.
Appears in 3 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Adoption Agreement
Notices and Change of Address. Any required notice regarding this IRA will be considered effective when we send it to the intended recipient at the last address that which we have in our records. Any notice to be given to us will be considered effective when we actually receive it. You, or the intended recipient, must notify us of any change of address.
Appears in 2 contracts
Samples: Traditional Individual Retirement Custodial Account Agreement, Simplified Employee Pension (Sep) Contribution Agreement
Notices and Change of Address. Any required notice regarding this IRA will be considered con- sidered effective when we send it to the intended recipient at the last address that we have in our records. Any notice to be given to us will be considered effective when we actually receive it. You, or the intended recipient, must notify us of any change of address.
Appears in 1 contract
Samples: Traditional Ira Plan Agreement
Notices and Change of Address. Any required notice regarding this SIMPLE IRA will be considered effective when we send it to the intended recipient at the last address that which we have in our records. Any notice to be given to us will be considered effective when we actually receive it. You, or the intended recipient, must notify us of any change of address.
Appears in 1 contract
Samples: Simple Ira Plan Establishment
Notices and Change of Address. a. Any required notice regarding this IRA will be considered effective when we send it mailed by the Custodian to the last address of the intended recipient at which is on the last address that we have in our recordsrecords of the Custodian. Any notice to be given to us the Custodian will be considered effective when we actually receive itreceived by the Custodian. You, or The Participant will notify the intended recipient, must notify us Custodian of any change of address.
Appears in 1 contract
Samples: Traditional Individual Retirement Account (Ira) Disclosure Statement and Custodial Account Agreement
Notices and Change of Address. Any required notice regarding this IRA will be considered effective when we send it to the intended recipient at the last address that we have in our records. Any notice to be given to us will be considered effective when we actually receive it. You, You or the intended recipient, recipient must notify us of any change of address.
Appears in 1 contract
Samples: Simplified Employee Pension (Sep) Individual Retirement Accounts Contribution Agreement
Notices and Change of Address. Any required notice regarding this SIMPLE IRA will be considered effective when we send mail it to the last address of the intended recipient at the last address that which we have in our records. Any notice to be given to us will be considered effective when we actually receive it. You, or the intended recipient, You must notify us in writing of any a change of address.
Appears in 1 contract
Samples: Simple Ira Employer Agreement
Notices and Change of Address. Any required notice regarding this Traditional IRA will be considered effective when we send mail it to the last address of the intended recipient at the last address that which we have in our records. Any notice to be given to us will be considered effective when we actually receive it. You, or the intended recipient, You must notify us in writing of any a change of address.
Appears in 1 contract
Samples: Traditional Individual Retirement Custodial Account Agreement