Summary Description Requirements. Notwithstanding Article V above, we will be deemed to have satisfied our summary description reporting requirements under Internal Revenue Code (IRC) Section 408(l)(2) if either a. we provide a summary description directly to you, or
Appears in 15 contracts
Samples: Simple Individual Retirement Custodial Account Agreement, Simple Individual Retirement Custodial Account Agreement, darbie.com
Summary Description Requirements. Notwithstanding Article V above, we will be deemed to have satisfied our summary description reporting requirements under Internal Revenue Code (IRC) Section 408(l)(2) if either a. we provide a summary description directly to you, oreither
Appears in 7 contracts
Samples: Custodial Account Adoption Agreement, Custodial Account Adoption Agreement, www.usfunds.com
Summary Description Requirements. Notwithstanding Article V above, we will be deemed to have satisfied our summary description reporting requirements under Internal Revenue Code (IRC) Section 408(l)(2) if either a. we provide a summary description directly to you, oreither:
Appears in 5 contracts
Samples: Directed Account Agreement, www.stifel.com, Stifel Account
Summary Description Requirements. Notwithstanding Article V above, we will be deemed to have satisfied our summary description reporting requirements under Internal Revenue Code (IRC) Section 408(l)(2) if either a. we provide a summary description directly to you, oror SPECIFIC INSTRUCTIONS
Appears in 2 contracts
Samples: Simple Individual Retirement Custodial Account Agreement, Simple Ira Plan
Summary Description Requirements. Notwithstanding Article V above, we will be deemed to have satisfied our summary description reporting requirements under Internal Revenue Code (IRC) Section section 408(l)(2) if either a. we provide a summary description directly to you, or
Appears in 1 contract
Samples: Simple Ira Plan Agreement