Restrictions on Contributions to the Inherited Xxxx XXX. Your inherited Xxxx XXX may receive multiple rollover contributions from inherited qualified retirement plans, 403(a) annuity plans, 403(b) tax‐sheltered annuity plans, or 457(b) governmental deferred compensation plans, or multiple transfers from inherited Xxxx IRAs. In order to combine these inherited retirement assets in the same inherited Xxxx XXX, you must have inherited the assets from the same owner and they must have been subject to the same beneficiary payment elections and calculation methods as under the receiving inherited Xxxx XXX. You may not make regular contributions to this inherited Xxxx XXX.
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Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, tebergfund.com
Restrictions on Contributions to the Inherited Xxxx XXX. Your inherited Xxxx XXX may receive multiple rollover contributions from inherited qualified retirement plans, 403(a) annuity plans, 403(b) tax‐sheltered tax-sheltered annuity plans, or 457(b) governmental deferred compensation plans, or multiple transfers from inherited Xxxx IRAs. In order to combine these inherited retirement assets in the same inherited Xxxx XXX, you must have inherited the assets from the same owner and they must have been subject to the same beneficiary payment elections and calculation methods as under the receiving inherited Xxxx XXX. You may not make regular contributions to this inherited Xxxx XXX.
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