Rollover or Transfer of Existing Xxxx XXX. □ Rollover or Transfer from existing Xxxx XXX with another custodian or trustee to a Xxxx XXX with Constellation Trust Company. Date existing Xxxx XXX was originally opened: Please complete the IRA Transfer of Assets Form if either 3 or 4 is checked and the transaction is a transfer (as opposed to a rollover).
Appears in 49 contracts
Samples: thecoveredbridgefund.com, sierramutualfunds.com, www.grantparkfunds.com
Rollover or Transfer of Existing Xxxx XXX. □ Rollover or Transfer from existing Xxxx XXX with another custodian or trustee to a Xxxx XXX with Constellation Trust Company. Date existing Xxxx XXX was originally opened: Please complete the IRA Transfer of Assets Form if either 3 or 4 is checked and the transaction is a transfer (as opposed to a rollover).
Appears in 8 contracts
Samples: Adoption Agreement, www.geminifund.com, Adoption Agreement
Rollover or Transfer of Existing Xxxx XXX. □ Rollover or Transfer from existing Xxxx XXX with another custodian or trustee to a Xxxx XXX with Constellation Trust Company. Date existing Xxxx XXX was originally opened: Please complete the IRA XXX Transfer of Assets Form if either 3 or 4 is checked and the transaction is a transfer (as opposed to a rollover).
Appears in 1 contract
Samples: Adoption Agreement
Rollover or Transfer of Existing Xxxx XXX. □ Rollover or Transfer from existing Xxxx XXX with another custodian or trustee to a Xxxx XXX with Constellation Trust CompanyXxxx Family of Funds. Date existing Xxxx XXX was originally opened: Please complete the IRA Transfer of Assets Form if either 3 or 4 is checked and the transaction is a transfer (as opposed to a rollover).
Appears in 1 contract
Samples: deanmutualfunds.com
