Common use of Rollover Contributions and Transfers Clause in Contracts

Rollover Contributions and Transfers. The Custodian may accept rollover contributions and transfers as a deposit to the Custodial Account, as described in Article VI. The Participant shall execute such forms as the Custodian may require describing the source of the rollover contribution or transfer. The Custodian will not accept certain rollover contributions or transfers as described in Section 6.2.

Appears in 4 contracts

Samples: Roth Individual Retirement Account Custodial Account Agreement, Traditional Individual Retirement Account Custodial Account Agreement, Traditional Individual Retirement Account Custodial Account Agreement

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Rollover Contributions and Transfers. The Custodian may accept rollover contributions and transfers as a deposit to the Custodial Account, as described in Article VI. The Participant shall execute such forms as the Custodian may require describing the source of the rollover contribution or transfer. The Custodian will not accept certain rollover contributions or transfers from another SIMPLE XXX during the 2 year period as described in Section 6.2.

Appears in 1 contract

Samples: Custodial Account Agreement

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