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 This SIMPLE IRA is a “transfer SIMPLE IRA” if it is not the original recipient of contributions under any SIMPLE IRA plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS
Appears in 11 contracts
Samples: Custodial Account Adoption Agreement, Custodial Account Adoption Agreement, Simple Individual Retirement 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 Transfer SIMPLE IRA This SIMPLE IRA is a “"transfer SIMPLE IRA” " if it is not the original recipient of contributions under any SIMPLE IRA plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. 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 This SIMPLE IRA is a “transfer SIMPLE IRA” if it is not the original recipient of contributions under any SIMPLE IRA plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS
Appears in 5 contracts
Samples: Simple Individual Retirement Custodial Account Agreement, Simple Individual Retirement Custodial Account Agreement, 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 This SIMPLE IRA is a “transfer SIMPLE IRA” if it is not the original recipient of contributions under any SIMPLE IRA plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS.
Appears in 3 contracts
Samples: Custodial Agreement, Custodial Agreement, 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 This SIMPLE IRA is a “transfer SIMPLE IRA” if it is not the original recipient of contributions under any SIMPLE IRA plan. The summary sum- xxxx description requirements of section Section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS
Appears in 3 contracts
Samples: www.stifel.com, Stifel Account, Stifel Account
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 This SIMPLE IRA XXX is a “transfer SIMPLE IRAXXX” if it is not the original recipient of contributions under any SIMPLE IRA XXX plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS
Appears in 2 contracts
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 This SIMPLE IRA is a “transfer SIMPLE IRA” if it is not the original recipient of contributions under any SIMPLE IRA plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS.
Appears in 2 contracts
Samples: www.usfunds.com, Simple Individual Retirement Custodial Account 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 XXX This SIMPLE IRA XXX is a “transfer SIMPLE IRAXXX” if it is not the original recipient of contributions under any SIMPLE IRA XXX plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS
Appears in 1 contract
Samples: Simple Ira Plan Agreement