SEP Provision. □ Owner intends to use this Account in connection with a SEP Plan or grandfathered SARSEP Plan established by the Owner’s employer.
Appears in 68 contracts
Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement
SEP Provision. □ Owner intends to use this Account in connection with a SEP Plan or grandfathered SARSEP Plan established by the Owner’s employer.
Appears in 13 contracts
Samples: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement