Common use of Transfers From Other Plans Clause in Contracts

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

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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

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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

Samples: Roth Individual Retirement Trust Account Agreement

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

Samples: Roth Individual Retirement Trust 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 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

Samples: Wealthfront Traditional Ira 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 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

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