Transfer to Custodial Account. Unless prohibited by the Plan, the Participant may transfer (or arrange for the transfer of) assets from another annuity contract or custodial account described in Code Section 403(b) to this Account. The Participant shall certify, in a manner acceptable to the Custodian, that the transfer satisfies all current requirements for such a transaction. The Custodian shall not be responsible for determining whether any such transfer is proper and reserves the right not to accept any transfer. The transfer must meet the requirements of Treasury Regulation 1.403(b)-10(b)(3).
Appears in 3 contracts
Samples: Custodial Account Agreement, Custodial Account Agreement, doclib.everence.com
Transfer to Custodial Account. Unless prohibited by the Plan, the The Participant may transfer (or arrange for the transfer of) assets from another annuity contract or custodial account described in Code Section 403(b) of the Code to this Account. The transfer shall be accepted by the Custodian if the Participant shall certify, in a manner acceptable to certifies the Custodian, that the transfer transaction satisfies all current requirements for such a transaction. The Custodian may request the Participant to provide such information it deems necessary prior to accepting the transfer. The Custodian shall not be responsible for determining whether any such transfer is proper and reserves the right not to accept any transferproper. The transfer must meet the requirements of Treasury Regulation 1.403(b)-10(b)(3).SECTION THREE: INVESTMENT OF CONTRIBUTIONS
Appears in 2 contracts
Samples: Retirement Plan Services (Strong Equity Funds Inc), Euclid Mutual Funds
Transfer to Custodial Account. Unless prohibited by the Plan, the Participant may transfer (or arrange for the transfer of) assets from another annuity contract or custodial account described in Code Section 403(b) to this Account. The Participant shall certify, in a manner acceptable to the CustodianCustodian or Fund Distributor, that the transfer satisfies all current requirements for such a transaction. The Custodian and Fund Distributor shall not be responsible for determining whether any such transfer is proper and reserves the right not to accept any transfer. The transfer must meet the requirements of Treasury Regulation 1.403(b)-10(b)(3).
Appears in 2 contracts
Samples: davisfunds.com, selectedfunds.com
Transfer to Custodial Account. Unless prohibited by the Plan, the Participant may transfer (or arrange for the transfer of) assets from another annuity contract or custodial account described in Code Section 403(b) to this Account. The Participant shall certify, in a manner acceptable to the Custodian, that the transfer satisfies all current requirements for such a transaction. The Custodian shall not be responsible for determining whether any such transfer is proper and reserves the right not to accept any transfer. The transfer must meet the requirements of Treasury Regulation 1.403(b)-10(b)(31.403(b)-10(b).
Appears in 1 contract
Samples: Custodial Agreement