Rollover of XXX Xxxx. If you receive a refund of eligible retirement plan assets that had been wrongfully levied, you may roll over the amount returned up until your tax return due date (not including extensions) for the year in which the money was returned.
Appears in 136 contracts
Samples: Simple Ira Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Traditional Individual Retirement Custodial Account Agreement
Rollover of XXX Xxxx. If you receive a refund of eligible retirement plan assets that had been wrongfully levied, you may roll over the amount returned up until your tax return due date (not including extensions) for the year in which the money was returnedwasreturned.
Appears in 8 contracts
Samples: Roth Ira Account Application & Agreement, Customer Account Agreement, Roth Ira Account Application & Agreement
Rollover of XXX Xxxx. If you receive a refund of eligible retirement retire- ment plan assets that had been wrongfully levied, you may roll over the amount returned up until your tax return due date (not including extensions) for the year in which the money was returned.
Appears in 2 contracts
Rollover of XXX Xxxx. If you receive a refund of eligible retirement retir- ment plan assets that had been wrongfully levied, you may roll over the amount returned up until your tax return due date (not including extensions) for the year in which the money was returned.
Appears in 1 contract
Samples: Account Agreement
Rollover of XXX Xxxx. If you receive a refund of eligible retirement retire- ment plan assets that had been wrongfully levied, you may roll over the amount returned up until your tax return due date (not including in- cluding extensions) for the year in which the money was returned.
Appears in 1 contract
Samples: Account Agreement
