Common use of Rollovers or Direct Rollovers from Eligible Retirement Plans Clause in Contracts

Rollovers or Direct Rollovers from Eligible Retirement Plans. You eligibility for an extension with respect to a rollover into an IRA. It may directly or indirectly roll over assets from an eligible retirement provides that we may rely on the certification provided by you in plan sponsored by your employer into your Xxxx XXX (also referred to accepting and reporting receipt of a rollover contribution after the as qualified rollovers). You are responsible for the consequences of 60-day period (i.e., a late rollover) if we don't have actual knowledge rolling over assets, including designated Xxxx account assets, to a that is contrary to the self-certification. Xxxx XXX. Your plan administrator or employer is responsible for

Appears in 9 contracts

Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement

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