Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that includes your Xxxx XXX) is bought by another organization, that organization (or agency) will automatically become the trustee or custodian of your Xxxx XXX, but only if it is the type of organization authorized to serve as a Xxxx XXX trustee or custodian.
Appears in 52 contracts
Samples: Individual Retirement Account Custodial Agreement, Roth Individual Retirement Custodial Account Agreement, Ira Plan Agreement & Disclosure
Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that which includes your Xxxx XXX) is bought by another organization, that organization (or agency) will shall automatically become the trustee or custodian of your Xxxx XXX, but only if it is the type of organization authorized to serve as a Xxxx XXX trustee or custodian.
Appears in 20 contracts
Samples: Roth Ira Account Application & Agreement, Customer Account Agreement, Roth Ira Account Application & Agreement
Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that includes your Xxxx XXX) is bought by another organization, that organization (or agency) will automatically become the trustee or custodian of your Xxxx XXX, but only if it is the type of organization authorized to serve as a Xxxx an XXX trustee or custodian.
Appears in 19 contracts
Samples: Traditional Individual Retirement Account Custodial Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that includes your inherited Xxxx XXX) is bought by another organization, that organization (or agency) will automatically become the trustee or custodian of your inherited Xxxx XXX, but only if it is the type of organization authorized to serve as a inherited Xxxx XXX trustee or custodian.
Appears in 6 contracts
Samples: Inherited Roth Ira Adoption Agreement, Inherited Roth Ira Adoption Agreement, Roth Individual Retirement Custodial Account Agreement
Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that includes your Xxxx inherited XXX) is bought by another organization, that organization (or agency) will automatically become the trustee or custodian of your Xxxx inherited XXX, but only if it is the type of organization authorized to serve as a Xxxx an inherited XXX trustee or custodian.
Appears in 5 contracts
Samples: Inherited Ira Adoption Agreement, Inherited Ira Adoption Agreement, Inherited Ira Adoption Agreement
Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that includes your inherited Xxxx XXX) is bought by another organization, that organization or- ganization (or agency) will automatically become the trustee or custodian of your inherited Xxxx XXX, but only if it is the type of organization authorized to serve as a an inherited Xxxx XXX trustee or custodian.
Appears in 3 contracts
Samples: Account Agreement, Account Agreement, Account Agreement
Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that includes your inherited Xxxx XXX) is bought by another organization, that organization (or agency) will automatically become the trustee or custodian of your inherited Xxxx XXX, but only if it is the type of organization authorized to serve as a an inherited Xxxx XXX trustee or custodian.
Appears in 3 contracts
Samples: Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Adoption Agreement
Successor Custodian. If our organization the Custodian changes its name, reorganizes, or merges with another organization (or comes under the control of any federal or state agency), or if our its entire organization (or any portion that which includes your Xxxx this XXX) is bought by another organization, that organization (or agency) will shall automatically become the trustee or custodian of your Xxxx this XXX, but only if it is the type of organization authorized to serve as a Xxxx an XXX trustee or custodian.
Appears in 3 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that which includes your Xxxx XXX) is bought by another organization, that organization (or agency) will shall automatically become the trustee or custodian of your Xxxx XXX, but only if it is the type of organization authorized to serve as a Xxxx an XXX trustee or custodian.
Appears in 2 contracts
Samples: Wealthfront Traditional Ira Agreement, Ira Plan Agreement
Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that includes your Xxxx SIMPLE XXX) is bought by another organization, that organization (or agency) will automatically become the trustee or custodian of your Xxxx SIMPLE XXX, but only if it is the type of organization authorized to serve as a Xxxx SIMPLE XXX trustee or custodian.
Appears in 1 contract
Samples: Simple Ira Adoption Agreement
Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that which includes your Xxxx SIMPLE XXX) is bought by another organization, that organization (or agency) will shall automatically become the trustee or custodian of your Xxxx SIMPLE XXX, but only if it is the type of organization authorized to serve as a Xxxx SIMPLE XXX trustee or custodian.
Appears in 1 contract
Samples: Simple Ira Plan Agreement
Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that which includes your Xxxx XXX) is bought by another organization, that organization (or agency) will shall automatically become the Custodian or trustee or custodian of your Xxxx XXX, but only if it is the type of organization authorized to serve as a Xxxx an XXX trustee custodian or custodiantrustee.
Appears in 1 contract
Samples: Custodial Agreement
Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that which includes your Xxxx XXX) is bought by another organization, that organization (or agency) will shall automatically become the Custodian or trustee or custodian of your Xxxx XXX, but only if it is the type of organization authorized to serve as a an Xxxx XXX trustee custodian or custodiantrustee.
Appears in 1 contract
Samples: Custodial Agreement
