Common use of Transfer SIMPLE IRA Clause in Contracts

Transfer SIMPLE IRA. This SIMPLE IRA is a “transfer SIMPLE IRA” if it is not the original recipient of contributions under any SIMPLE IRA plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS

Appears in 3 contracts

Samples: www.tradingdirect.com, jhdarbie.com, Simple Individual Retirement Custodial Account Agreement

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Transfer SIMPLE IRA. This SIMPLE IRA is a “transfer SIMPLE IRA” if it is not the original recipient of contributions under any SIMPLE IRA plan. The summary sum- xxxx description requirements of section Section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS

Appears in 1 contract

Samples: Stifel Account

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Transfer SIMPLE IRA. This SIMPLE IRA is a “transfer SIMPLE IRA” if it is not the original recipient of contributions under any SIMPLE IRA plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS.

Appears in 1 contract

Samples: www.saturna.com

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