Participant. The participant is the person who establishes the custodial account. Custodian – The custodian must be a bank or savings and loan association, as defined in section 408(n), or any person who has the approval of the IRS to act as custodian. TRANSFER SIMPLE IRA SPECIFIC INSTRUCTIONS
Appears in 11 contracts
Samples: Simple Ira Custodial Account Adoption Agreement, Simple Ira Custodial Account Adoption Agreement, Simple Ira Account Application
Participant. The participant is the person who establishes the custodial account. Custodian – Custodian. The custodian must be a bank or savings and loan association, as defined in section 408(n), or any person who has the approval of the IRS to act as custodian. TRANSFER Transfer SIMPLE IRA SPECIFIC INSTRUCTIONSSpecific Instructions
Appears in 6 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
Participant. The participant is the person who establishes the custodial account. Custodian – The custodian must be a bank or savings and loan association, as defined in section 408(n), or any other person who has the approval of the IRS to act as custodian. TRANSFER SIMPLE IRA SPECIFIC INSTRUCTIONS
Appears in 5 contracts
Samples: Simple Individual Retirement Custodial Account Agreement, Simple Individual Retirement Custodial Account Agreement, Simple Ira Adoption Agreement
Participant. The participant is the person who establishes the custodial account. Custodian – Custodian. The custodian must be a bank or savings and loan association, as defined in section 408(n), or any person who has the approval of the IRS to act as custodian. TRANSFER Transfer SIMPLE IRA SPECIFIC INSTRUCTIONSIRA
Appears in 5 contracts
Samples: Simple Individual Retirement Custodial Account, Customer Agreement, Customer Agreement
Participant. The participant is the person who establishes the custodial account. Custodian – The custodian must be a bank or savings and loan association, as defined in section 408(n), or any person who has the approval of the IRS to act as custodian. TRANSFER SIMPLE IRA SPECIFIC INSTRUCTIONSIRA
Appears in 4 contracts
Samples: Ira Plan Agreement & Disclosure, Simple Ira Custodial Account Agreement, Simple Ira Plan Agreement
Participant. The participant is the person who establishes the custodial account. Custodian – The custodian must be a bank or savings and loan association, as defined in section Section 408(n), or any other person who has the approval of the IRS to act as custodian. TRANSFER This SIMPLE IRA SPECIFIC INSTRUCTIONSis a “transfer SIMPLE IRA” if it is not the original recipient of contributions under any SIMPLE IRA plan. The sum- xxxx description requirements of Section 408(l)(2) do not apply to transfer SIMPLE IRAs.
Appears in 3 contracts
Samples: Wealth Management Agreement, Account Agreement, Account Agreement
Participant. The participant is the person who establishes the custodial account. Custodian – Custodian. The custodian must be a bank or savings and loan association, as defined in section 408(n), or any person who has the approval of the IRS to act as custodian. TRANSFER Transfer SIMPLE IRA SPECIFIC INSTRUCTIONSXXX
Appears in 2 contracts
Samples: Customer Agreement, Customer Agreement
Participant. The participant is the person who establishes the custodial account. Custodian – The custodian must be a bank or savings and loan association, as defined in section 408(n), or any person who has the approval of the IRS to act as custodian. TRANSFER SIMPLE IRA SPECIFIC INSTRUCTIONS.
Appears in 2 contracts
Samples: Simple Ira Adoption Agreement, Simple Ira Custodial Account Agreement
Participant. The participant is the person who establishes the custodial account. Custodian – Custodian. The custodian must be a bank or savings and loan association, as defined in section 408(n), or any person who has the approval of the IRS to act as custodian. TRANSFER SIMPLE IRA SPECIFIC INSTRUCTIONS.
Appears in 2 contracts
Samples: Simple Ira Plan Establishment, Simple Ira Application
Participant. The participant is the person who establishes the custodial account. Custodian – The custodian must be a bank or savings and loan association, as defined in section 408(n), or any person who has the approval of the IRS to act as custodian. TRANSFER SIMPLE IRA XXX SPECIFIC INSTRUCTIONS
Appears in 1 contract
Samples: Simple Ira Plan Agreement
Participant. The participant is the person who establishes the custodial account. Custodian – The custodian must be a bank or savings and loan association, as defined in section 408(n), or any other person who has the approval of the IRS to act as custodian. TRANSFER SIMPLE IRA XXX SPECIFIC INSTRUCTIONS
Appears in 1 contract
Samples: Simple Ira Adoption Agreement
Participant. The participant is the person who establishes the custodial account. Custodian – The custodian must be a bank or savings and loan association, as defined in section Section 408(n), or any other person who has the approval of the IRS to act as custodian. TRANSFER SIMPLE IRA SPECIFIC INSTRUCTIONS.
Appears in 1 contract
Samples: Account Agreement
