Prior Conversion. If any of the assets intended for this account were converted from a Traditional XXX at another custodian, please indicate the date of conversion. Prior Conversion Date — — TO ESTABLISH A MUTUAL FUND ONLY XXXX XXX, BE SURE TO CHECK THE MUTUAL FUND ONLY BOX. PLEASE ATTACH A COMPLETED XXXX CONVERSION FORM FOUND IN YOUR XXXX XXX KIT, OR AVAILABLE FROM YOUR INVESTMENT PROFESSIONAL. RIRA-104 ADOP
Appears in 4 contracts
Samples: Roth Ira Adoption Agreement, Roth Ira Custodial Account Agreement, Roth Ira Application and Adoption Agreement
