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 51 contracts
Samples: Ira Plan 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 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 21 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 XXX trustee or custodian.
Appears in 19 contracts
Samples: Ach Agreement, Ach Agreement, Ach 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: Individual Retirement Custodial Account Agreement, darbie.com, 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 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: Adoption Agreement, Adoption Agreement, 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 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 4 contracts
Samples: Ira Agreement, Ira Plan 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 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: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, tebergfund.com
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: Stifel Account, Stifel Account, Stifel Account
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 an Xxxx 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 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: 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 XXXaccount) is bought by another organization, that organization (or agency) will shall automatically become the trustee or custodian of your Xxxx XXXaccount, but only if it is the type of organization authorized to serve as a Xxxx XXX trustee or custodian.
Appears in 1 contract
Samples: Custodial Agreement
Successor Custodian. If our organization changes its name, GENERAL INSTRUCTIONS 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: Agreement
Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or XIX. Xxxx Individual Retirement Custodial Account Agreement 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 1 contract
Samples: Stifel Account