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: Individual Retirement Trust Account Agreement, Ira Plan Agreement, Individual Retirement Trust Account Agreement
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 12 contracts
Samples: Ach Agreement, Ach Agreement, Ach 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 11 contracts
Samples: Individual Retirement Custodial Account Agreement, Account Agreement, www.darbie.com
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: Individual Retirement Custodial Account Agreement, darbie.com, 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: mutualfunds.eventideinvestments.com, Individual Retirement Custodial Account Agreement, 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-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 Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Combined Individual And
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: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, 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 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 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 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 Agreement, Traditional Individual Retirement 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-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: Ira Plan Agreement, 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 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 2 contracts
Samples: Roth Ira Plan Agreement, Ira Plan 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: www.horizontrust.com, bitcoinira.com
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 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
Samples: Ira 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
Samples: www.wincu.org
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 transfer.transfer or direct rollover. 8.14
Appears in 1 contract
Samples: 4kmc.com
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 Agreement
Transfers From Other Plans. We can receive amounts transferred transferred GENERAL INSTRUCTIONS 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 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 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