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: Individual Retirement Trust Account Agreement, Ira Plan Agreement, Individual Retirement Trust Account Agreement

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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 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

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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-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

Samples: 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 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

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