Common use of Termination of Agreement, Resignation, or Removal of Custodian Clause in Contracts

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send the notice to you, we have the right to transfer your IRA assets to a successor IRA trustee or custodian that we choose in our sole discretion, or we may pay your IRA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any fees, expenses, or taxes chargeable against your IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA Xxxx XXX to another financial organization. If you do not complete a transfer of your IRA Xxxx XXX within 30 days from the date we send the notice to you, we have the right to transfer your IRA Xxxx XXX assets to a successor IRA Xxxx XXX trustee or custodian that we choose in our sole discretion, or we may pay your IRA Xxxx XXX to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your IRA Xxxx XXX a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any fees, expenses, or taxes chargeable against your IRA Xxxx XXX • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA Xxxx XXX If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA Xxxx XXX to you in cash or property if the balance of your IRA Xxxx XXX drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the otherother or in another manner and form acceptable to us. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA Xxxx XXX to another financial organization. If you do not complete a transfer of your IRA Xxxx XXX within 30 days from the date we send the notice to you, we have the right to transfer your IRA assets to may, but shall not be required to, appoint a successor IRA trustee or custodian that we choose in our sole discretion. Upon any such successor’s acceptance of appointment, we shall have the right to transfer your Xxxx XXX assets to such successor trustee or custodian, or we may pay distribute your IRA Xxxx XXX assets to you in a single sum. We will shall not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section, nor for any losses arising out of such. If this agreement Agreement is terminated, we may charge to your IRA Xxxx XXX a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. : • Any fees, expenses, or taxes chargeable against your IRA Xxxx XXX • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA Xxxx XXX If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) ), and we fail to do so so, or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA Xxxx XXX to you in cash or property if the balance of your IRA Xxxx XXX drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your SIMPLE IRA to another financial organization. If you do not complete a transfer of your SIMPLE IRA within 30 days from the date we send the notice to you, we have the right to transfer your SIMPLE IRA assets to a successor SIMPLE IRA trustee or custodian that we choose in our sole discretion, or we may pay your SIMPLE IRA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your SIMPLE IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any fees, expenses, or taxes chargeable against your SIMPLE IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your SIMPLE IRA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your SIMPLE IRA to you in cash or property if the balance of your SIMPLE IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA Xxxx XXX to another financial organization. If you do not complete a transfer of your IRA Xxxx XXX within 30 days from the date we send the notice to you, we have the right to transfer your IRA Xxxx XXX assets to a successor IRA Xxxx XXX trustee or custodian that we choose in our sole discretion, or we may pay your IRA Xxxx XXX to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your IRA Xxxx XXX a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any fees, expenses, or taxes chargeable against your IRA Xxxx XXX • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA Xxxx XXX If we are a nonbank custodian required to comply with Regulations section 1.408-2(e1.408‐2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA Xxxx XXX to you in cash or property if the balance of your IRA Xxxx XXX drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA HSA to another financial organization. If you do not complete a transfer of your IRA HSA within 30 days from the date we send the notice to you, we have the right to transfer your IRA HSA assets to a successor IRA HSA trustee or custodian that we choose in our sole discretion, or we may pay your IRA HSA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your IRA HSA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following. • Any fees, expenses, or taxes chargeable against your IRA HSA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA HSA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA HSA to you in cash or property if the balance of your IRA HSA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your inherited IRA to another financial organization. If you do not complete a transfer of your inherited IRA within 30 days from the date we send the notice to you, we have the right to transfer your inherited IRA assets to a successor inherited IRA trustee or custodian that we choose in our sole discretion, or we may pay your inherited IRA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your inherited IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any fees, expenses, or taxes chargeable against your inherited IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your inherited IRA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your inherited IRA to you in cash or property if the balance of your inherited IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your SIMPLE IRA to another financial organization. If you do not complete a transfer of your SIMPLE IRA within 30 days from the date we send the notice to you, we have the right to transfer your SIMPLE IRA assets to a successor SIMPLE IRA trustee or custodian that we choose in our sole discretion, or we may pay your SIMPLE IRA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your SIMPLE IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any fees, expenses, or taxes chargeable against your SIMPLE IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your SIMPLE IRA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e1.408‐2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your SIMPLE IRA to you in cash or property if the balance of your SIMPLE IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA inherited XXX to another financial organization. If you do not complete a transfer of your IRA inherited XXX within 30 days from the date we send the notice to you, we have the right to transfer your IRA inherited XXX assets to a successor IRA inherited XXX trustee or custodian that we choose in our sole discretion, or we may pay your IRA inherited XXX to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your IRA inherited XXX a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any fees, expenses, or taxes chargeable against your IRA inherited XXX • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA inherited XXX If we are a nonbank custodian required to comply with Regulations Regulations section 1.4081. 408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA inherited XXX to you in cash or property if the balance of your IRA inherited XXX drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. We can resign as custodian Custodian at any time effective 30 days after we send mail written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA Xxxx XXX to another financial organization. If you do not complete a transfer of your IRA Xxxx XXX within 30 days from the date we send mail the notice to you, we have the right to transfer your IRA Xxxx XXX assets to a successor IRA Xxxx XXX custodian or trustee or custodian that we choose in our sole discretion, or we may pay your IRA Xxxx XXX to you in a single sum. We will shall not be liable for any actions ac- tions or failures to act on the part of any successor trustee custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement Agreement is terminated, we may charge to your IRA Xxxx XXX a reasonable amount of money that we believe is necessary neces- sary to cover any associated costs, including but not limited to to, one or more of the following. : • Any fees, expenses, or taxes chargeable against your IRA Xxxx XXX; • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment invest- ment in your IRA Xxxx XXX. If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) Section 1.408–2(e), and we fail to do so so, or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulationsRegulations, the IRS may may, after notifying you, require us you to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA Xxxx XXX to you in cash or property if the balance of your IRA Xxxx XXX drops below the minimum balance required under the applicable investment or policy establishedestab- lished.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your SIMPLE IRA to another financial organization. If you do not complete a transfer of your SIMPLE IRA within 30 days from the date we send the notice to you, we have the right to transfer your SIMPLE IRA assets to a successor SIMPLE IRA trustee or custodian that we choose in our sole discretion, or we may pay your SIMPLE IRA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your SIMPLE IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any fees, expenses, or taxes chargeable against your SIMPLE IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your SIMPLE IRA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e1.408‐2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your SIMPLE IRA to you in cash or property if the balance of your SIMPLE IRA drops below the minimum balance required under the applicable investment or policy established.balance

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA inherited XXX to another financial organization. If you do not complete a transfer of your IRA inherited XXX within 30 days from the date we send the notice to you, we have the right to transfer your IRA inherited XXX assets to a successor IRA inherited XXX trustee or custodian that we choose in our sole discretion, or we may pay your IRA inherited XXX to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your IRA inherited XXX a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any fees, expenses, or taxes chargeable against your IRA inherited XXX • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA inherited XXX If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA inherited XXX to you in cash or property if the balance of your IRA inherited XXX drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. We can resign as custodian Custodian at any time effective 30 days after we send mail written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send mail the notice to you, we have the right to transfer your IRA assets to a successor IRA custodian or trustee or custodian that we choose in our sole discretion, or we may pay your IRA to you in a single sum. We will shall not be liable for any actions or failures to act on the part of any successor trustee succes- sor custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement Agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following. : • Any fees, expenses, or taxes chargeable against your IRA IRA; • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA IRA. If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) Section 1.408–2(e), and we fail to do so so, or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulationsRegulations, the IRS may may, after notifying you, require us you to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance bal- ance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. We can resign as custodian Custodian at any time effective 30 days after we send mail written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send mail the notice to you, we have the right to transfer your IRA assets to a successor IRA custodian or trustee or custodian that we choose in our sole discretion, or we may pay your IRA to you in a single sum. We will shall not be liable for any actions or failures to act on the part of any successor trustee custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement Agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following. : • Any fees, expenses, or taxes chargeable against your IRA IRA; • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment invest- ment in your IRA IRA. If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) Section 1.408–2(e), and we fail to do so so, or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulationsRegulations, the IRS may may, after notifying you, require us you to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send the notice to you, we have the right to transfer your IRA assets to a successor IRA trustee or custodian that we choose in our sole discretion, or we may pay your IRA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any fees, expenses, or taxes chargeable against your IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e1.408‐2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send the notice to you, we have the right to transfer your IRA assets to a successor IRA trustee or custodian that we choose in our sole discretion, or we may pay your IRA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any fees, expenses, or taxes chargeable against your IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. We can resign as custodian Custodian at any time effective 30 days after we send mail written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to XIX. Inherited Individual Retirement Custodial Account Agreement transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send mail the notice to you, we have the right to transfer your IRA assets to a successor IRA custodian or trustee or custodian that we choose in our sole discretion, or we may pay your IRA to you in a single sum. We will shall not be liable for any actions or failures to act on the part of any successor trustee succes- sor custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement Agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following. : • Any fees, expenses, or taxes chargeable against your IRA IRA; • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA IRA. If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) Section 1.408–2(e), and we fail to do so so, or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulationsRegulations, the IRS may may, after notifying you, require us you to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your SIMPLE IRA to another financial organization. If you do not complete a transfer of your SIMPLE IRA within 30 days from the date we send the notice to you, we have the right to transfer your SIMPLE IRA assets to a successor SIMPLE IRA trustee or custodian that we choose in our sole discretion, or we may pay your SIMPLE IRA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your SIMPLE IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any fees, expenses, or taxes chargeable against your SIMPLE IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your SIMPLE IRA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your SIMPLE IRA to you in cash or property if the balance of your SIMPLE IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. We can resign as custodian Custodian at any time effective 30 days after we send mail written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send mail the notice to you, we have the right to transfer your IRA assets to a successor IRA suc- xxxxxx XXX custodian or trustee or custodian that we choose in our sole discretion, or we may pay your IRA to you in a single sum. We will shall not be liable for any actions or failures to act on the part of any successor trustee custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement Agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following. : • Any fees, expenses, or taxes chargeable against your IRA IRA; • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment invest- ment in your IRA IRA. If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) Section 1.408–2(e), and we fail to do so so, or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulationsRegulations, the IRS may may, after notifying you, require us you to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving providing written notice to the other. We can resign as custodian Custodian at any time effective 30 thirty (30) days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA to another financial organizationinstitution or complete an account closure request. If you do not complete a transfer or closure of your IRA within 30 thirty (30) days from the date we send the notice to you, we have the right to transfer pay or distribute your IRA assets to a successor IRA trustee or custodian that we choose in our sole discretion, or we may pay your IRA to you in a single sumsum or assignment. We will not be liable for any actions or failures to act on the part of any successor trustee custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your IRA IRA, a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following. • :  Any fees, expenses, expenses or taxes chargeable against your IRA • IRA;  Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA after you IRA account with us is closed. If there are additional assets remaining in or subsequently credited to your IRA account, we will endeavor to distribute or transfer such assets in accordance with your prior direction, but after offsetting any applicable administrative expenses and custodial fees (per our then current fee schedule). If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) ), and we fail to do so so, or we are not keeping the records, making the returns, returns or sending the statements as are required by forms or regulationsRegulations, the IRS may may, after notifying you, require us you to substitute another trustee custodian or custodiantrustee.  We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. We can resign as custodian Custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send the notice to you, we have the right to transfer your IRA assets to a successor IRA trustee or custodian that we choose in our sole discretion, or we may pay your IRA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement Agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any : (a)Any fees, expenses, or taxes chargeable against your IRA • IRA; (b) Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA IRA. If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. We can resign as custodian Custodian at any time effective 30 days after we send written mail writ- ten notice of our resignation to you. Upon receipt of that noticeno- xxxx, you must make arrangements to transfer your SIMPLE IRA to another financial organization. If you do not complete a transfer of your SIMPLE IRA within 30 days from the date we send mail the notice to you, we have the right to transfer your SIMPLE IRA assets to a successor SIMPLE IRA custodian or trustee or custodian that we choose choose, in our sole discretion, or we may pay your SIMPLE IRA to you in a single sum. We will shall not be liable for any actions or failures to act on the part of any successor trustee custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement Agreement is terminated, we may charge to your SIMPLE IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following. : • Any fees, expenses, or taxes chargeable against your IRA SIMPLE IRA; • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment invest- ment in your IRA SIMPLE IRA. If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) Section 1.408–2(e), and we fail to do so so, or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulationsRegulations, the IRS may may, after notifying you, require us you to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your SIMPLE IRA to you in cash or property if the balance of your SIMPLE IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. This agreement shall also terminate upon the complete distribution of the assets of the custodial account. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send the notice to you, we have the right to transfer your IRA assets to a successor IRA trustee or custodian that we choose in our sole discretion, or we may pay your IRA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any fees, expenses, or taxes chargeable against your IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e1.408‐2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. We can resign as custodian Custodian at any time effective 30 days after we send mail written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send mail the notice to you, we have the right to transfer your IRA assets to a successor IRA suc- xxxxxx XXX custodian or trustee or custodian that we choose in our sole discretion, or we may pay your IRA to you in a single sum. We will shall not be liable for any actions or failures to act on the part of any successor trustee custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement Agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following. : • Any fees, expenses, or taxes chargeable against your IRA IRA; • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment invest- ment in your IRA IRA. If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) Section 1.408–2(e), and we fail to do so so, or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulationsRegulations, the IRS may may, after notifying you, require us you to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after aGer we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA HSA to another financial organization. If you do not complete a transfer of your IRA HSA within 30 days from the date we send the notice to you, we have the right to transfer your IRA HSA assets to a successor IRA HSA trustee or custodian that we choose in our sole discretion, or we may pay your IRA HSA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your IRA HSA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following. • Any fees, expenses, or taxes chargeable against your IRA HSA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA HSA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e1.408−2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA HSA to you in cash or property if the balance of your IRA HSA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. We can resign as custodian Custodian at any time effective 30 days after we send mail written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your Roth IRA to another financial organization. If you do not complete a transfer of your Roth IRA within 30 days from the date we send mail the notice to you, we have the right to transfer your Roth IRA assets to a successor succes- sor Roth IRA custodian or trustee or custodian that we choose in our sole discretion, or we may pay your Roth IRA to you in a single sum. We will shall not be liable for any actions or failures to act on the part of any successor trustee custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement Agreement is terminated, we may charge to your Roth IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following. • Any fees, expenses, or taxes chargeable against your IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA : If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) Section 1.408–2(e), and we fail to do so so, or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulationsRegulations, the IRS may may, after notifying you, require us you to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your Roth IRA to you in cash or property if the balance of your Roth IRA drops below the minimum balance required under the applicable investment invest- ment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send the notice to you, we have the right right, but not the obligation, to transfer your IRA assets to a successor IRA trustee or custodian that we choose in our sole discretion, or we may pay your IRA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • : ▪ Any fees, expenses, or taxes chargeable against your IRA • ▪ Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your SIMPLE IRA to another financial organization. If you do not complete a transfer of your SIMPLE IRA within 30 days from the date we send the notice to you, we have the right to transfer your SIMPLE IRA assets to a successor SIMPLE IRA trustee or custodian that we choose in our sole discretion, or we may pay your SIMPLE IRA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your SIMPLE IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any fees, expenses, or taxes chargeable against your SIMPLE IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your SIMPLE IRA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e1.408‑2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your SIMPLE IRA to you in cash or property if the balance of your SIMPLE IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your SIMPLE IRA to another financial organization. If you do not complete a transfer of your SIMPLE IRA within 30 days from the date we send the notice to you, we have the right to transfer your SIMPLE IRA assets to a successor SIMPLE IRA trustee or custodian that we choose in our sole discretion, or we may pay your SIMPLE IRA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your SIMPLE IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following. • Any fees, expenses, or taxes chargeable against your IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your SIMPLE IRA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your SIMPLE IRA to you in cash or property if the balance of your SIMPLE IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. We can resign as custodian Custodian at any time effective 30 days after we send mail written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send mail the notice to you, we have the right to transfer your IRA assets to a successor IRA custodian or trustee or custodian that we choose in our sole discretiondiscre- tion, or we may pay your IRA to you in a single sum. We will shall not be liable for any actions or failures to act on the part of any successor trustee custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement Agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following. : • Any fees, expenses, or taxes chargeable against your IRA IRA; • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA IRA. If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) Section 1.408–2(e), and we fail to do so so, or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulationsRegulations, the IRS may may, after notifying you, require us you to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance bal- ance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA HSA to another financial organization. If you do not complete a transfer of your IRA HSA within 30 days from the date we send the notice to you, we have the right to transfer your IRA HSA assets to a successor IRA HSA trustee or custodian that we choose in our sole discretion, or we may pay your IRA HSA to you in a single sum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement is terminated, we may charge to your IRA HSA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following. • Any fees, expenses, or taxes chargeable against your IRA HSA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA HSA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e1.408‐2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA HSA to you in cash or property if the balance of your IRA HSA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. We can resign as custodian Custodian at any time effective 30 days after we send mail written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send mail the notice to you, we have the right to transfer your IRA assets to a successor IRA custodian or trustee or custodian that we choose in our sole discretion, or we may pay your IRA to you in a single sum. We will shall not be liable for any actions or failures to act on the part of any successor trustee succes- sor custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement Agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following. : • Any fees, expenses, or taxes chargeable against your IRA IRA; • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA IRA. If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) Section 1.408–2(e), and we fail to do so so, or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulationsRegulations, the IRS may may, after notifying you, require us you to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. We can resign as custodian Custodian at any time effective 30 days after we send mail written notice of our resignation to you. Upon receipt of that notice, you must make arrangements to transfer your SIMPLE IRA to another financial organizationorganiza- tion. If you do not complete a transfer of your SIMPLE IRA within 30 days from the date we send mail the notice to you, we have the right to transfer your SIMPLE IRA assets to a successor SIMPLE IRA custodian or trustee or custodian that we choose choose, in our sole discretion, or we may pay your SIMPLE IRA to you in a single sum. We will shall not be liable for any actions or failures to act on the part of any successor trustee custodian or custodiantrustee, nor for any tax consequences conse- quences you may incur that result from the transfer or distribution of your assets pursuant to this section. If this agreement Agreement is terminated, we may charge to your SIMPLE IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following. : • Any fees, expenses, or taxes chargeable against your IRA SIMPLE IRA; • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA SIMPLE IRA. If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) Section 1.408–2(e), and we fail to do so so, or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulationsRegulations, the IRS may may, after notifying you, require us you to substitute another trustee or custodian. We may establish a policy requiring distribution of the entire balance of your SIMPLE IRA to you in cash or property if the balance of your SIMPLE IRA drops below the minimum balance required under the applicable investment or policy established.