Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the trustee or custodian of another Xxxx XXX as permitted by the Code. In addition, we can accept rollovers of eligible rollover distributions from employer-sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfer.
Appears in 35 contracts
Samples: Roth Individual Retirement Account Agreement, Ira Plan Agreement & Disclosure, Traditional and Roth Ira Plan Agreement & Disclosure
Transfers From Other Plans. We can can, but are not obligated to, receive amounts transferred to this Xxxx XXX from the custodian or trustee or custodian of another Xxxx XXX as permitted by the Code. In addition, we can can, but are not obligated to, accept rollovers of eligible rollover distributions from employer-sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfer.
Appears in 14 contracts
Samples: Roth Ira Account Application & Agreement, Customer Account Agreement, Roth Ira Account Application & Agreement
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the trustee or custodian of another Xxxx XXX as permitted by the CodeXXX. In addition, we can accept rollovers of eligible rollover distributions from employer-sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfertransfer or direct rollover.
Appears in 10 contracts
Samples: Traditional Individual Retirement Account Custodial Agreement, Traditional Ira Adoption Agreement, Traditional & Sep Ira Individual Retirement Custodial Account Agreement
Transfers From Other Plans. We can receive amounts transferred to this inherited Xxxx XXX from the trustee or custodian of another inherited Xxxx XXX as permitted by the CodeXXX. In addition, we can accept rollovers of eligible rollover distributions from inherited employer-sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfertransfer or rollover.
Appears in 9 contracts
Samples: Inherited Roth Ira Adoption Agreement, Roth Individual Retirement Custodial Account Agreement, Inherited Roth Ira Adoption Agreement
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the trustee or custodian of another Xxxx XXX as permitted by the Code. In addition, we can accept rollovers of eligible rollover distributions from employer-employer‐ sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfer.
Appears in 6 contracts
Samples: Roth Ira Application, Roth Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Adoption Agreement
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the trustee or custodian of another Xxxx XXX as permitted by the Code. In addition, we can accept rollovers of eligible rollover distributions from employer-employer- sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfer.
Appears in 5 contracts
Samples: Individual Retirement Account Custodial Agreement, Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the trustee or custodian of another Xxxx XXX as permitted by the Code. In addition, we can accept rollovers of eligible rollover distributions from employer-sponsored employer‐sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfer.
Appears in 5 contracts
Samples: Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the trustee or custodian of another Xxxx XXX as permitted by the CodeXXX. In addition, we can accept direct rollovers of eligible rollover distributions from employer-sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfertransfer or direct rollover.
Appears in 5 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Ira or Sep Account Application & Agreement
Transfers From Other Plans. We can receive amounts transferred to this Xxxx inherited XXX from the trustee or custodian of another Xxxx XXX as permitted by the Codeinherited Traditional XXX. In addition, we can accept rollovers of eligible rollover distributions from inherited employer-sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfertransfer or rollover.
Appears in 5 contracts
Samples: Inherited Ira Adoption Agreement, Inherited Ira Adoption Agreement, Inherited Ira Adoption Agreement
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the trustee or custodian of another Xxxx XXX as permitted by the CodeXXX. In addition, we can accept rollovers of eligible rollover distributions from employer-sponsored employer‐sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfertransfer or direct rollover.
Appears in 4 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Transfers From Other Plans. We can receive amounts transferred to this inherited Xxxx XXX from the trustee or custodian of another inherited Xxxx XXX as permitted by the CodeXXX. In addition, we can accept rollovers of eligible rollover distributions from employer-sponsored inherited employer‐sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfertransfer or rollover.
Appears in 3 contracts
Samples: Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Adoption Agreement
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the trustee or custodian of another Xxxx XXX as permitted by the Code. In addition, we can accept rollovers of eligible rollover distributions from employer-employer- sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfertransfer or direct rollover.
Appears in 2 contracts
Samples: Roth Individual Retirement Account Custodial Agreement, Roth Individual Retirement Account Custodial Agreement
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the Custodian or trustee or custodian of another Xxxx XXX as permitted by the CodeXXX. In addition, we can accept direct rollovers of eligible rollover distributions from employer-employer- sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfertransfer or direct rollover.
Appears in 2 contracts
Samples: Traditional Individual Retirement Custodial Account Agreement, Traditional Individual Retirement Custodial Account Agreement
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the custodian or trustee or custodian of another Xxxx XXX as permitted by the CodeXXX. In addition, we can accept direct rollovers of eligible rollover distributions from employer-employer- sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfertransfer or direct rollover.
Appears in 1 contract
Samples: Ira Plan Agreement
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the custodian or trustee or custodian of another Xxxx XXX as permitted by the CodeXXX. In addition, we can accept direct rollovers of eligible rollover distributions from employer-sponsored retirement plans as permitted by the Internal Revenue Code. We reserve the right not to accept any transfertransfer or direct rollovers.
Appears in 1 contract
Samples: Custodial Agreement
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the trustee or custodian of another Xxxx XXX as permitted by the Code. In addition, we can accept rollovers of eligible rollover distributions from employer-sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfer.transfer.
Appears in 1 contract
Transfers From Other Plans. We can receive amounts transferred transferred to this Xxxx XXX from the trustee or custodian of another Xxxx XXX as permitted by the Code. In addition, we can accept rollovers of eligible rollover distributions from employer-sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfer.
Appears in 1 contract
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the Custodian or trustee or custodian of another Xxxx XXX as permitted by the CodeXXX. In addition, we can accept direct rollovers of eligible rollover distributions from employer-sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfertransfer or direct rollover.
Appears in 1 contract
Samples: Traditional Individual Retirement Custodial Account Agreement
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the custodian or trustee or custodian of another Xxxx XXX as permitted by the CodeXXX. In addition, we can accept direct rollovers of eligible rollover distributions from employer-sponsored employer-‐sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfertransfer or direct rollover.
Appears in 1 contract
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the custodian or trustee or custodian of another Xxxx XXX as permitted by the CodeXXX. In addition, we can accept direct rollovers of eligible rollover distributions from employer-sponsored retirement plans as permitted by the Internal Revenue Code. We reserve the right not to accept any transfertransfer or direct rollovers.
Appears in 1 contract
Samples: Custodial Agreement
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the custodian or trustee or custodian of another Xxxx XXX as permitted by the Code. In addition, we can accept rollovers of eligible rollover distributions from employer-sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfer.rollover
Appears in 1 contract
Samples: Roth Ira Plan Agreement