Transfers From Other Plans. We can receive amounts transferred to this IRA from the trustee or custodian of another IRA. 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 or direct rollover.
Appears in 28 contracts
Samples: Ach Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Transfers From Other Plans. We can receive amounts transferred to this inherited IRA from the trustee or custodian of another inherited Traditional IRA. 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 transfer or direct rollover.
Appears in 11 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 IRA from the custodian or trustee or custodian of another IRA. In addition, we can accept direct rollovers of eligible rollover distributions from employer-sponsored retirement retire- ment plans as permitted by the Code. We reserve the right not to accept any transfer or direct rollover.
Appears in 6 contracts
Samples: www.stifel.com, Stifel Account, Stifel Account
Transfers From Other Plans. We can receive amounts transferred to this IRA from the trustee or custodian of another IRA. 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 transfer or direct rollover.
Appears in 3 contracts
Samples: Client Agreement, Ach Agreement, d2ronhuflgo4cz.cloudfront.net
Transfers From Other Plans. We can receive amounts transferred to this IRA from the Custodian or trustee or custodian of another IRA. 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 transfer or direct rollover.
Appears in 3 contracts
Samples: Traditional Individual Retirement Custodial Agreement, Traditional Individual Retirement Custodial Agreement, Traditional Individual Retirement Custodial Agreement
Transfers From Other Plans. We can receive amounts transferred to this IRA from the trustee or custodian of another IRAIRA 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 or direct rollover.
Appears in 2 contracts
Samples: www.horizontrust.com, www.horizontrust.com
Transfers From Other Plans. We can receive amounts transferred to this IRA from the trustee or custodian of another IRA. 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 or direct rollover.
Appears in 2 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Transfers From Other Plans. We can receive amounts transferred to this inherited IRA from the trustee or custodian of another inherited Traditional IRA. In addition, we can accept rollovers of eligible rollover distributions from employerinherited employ- er-sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfer or direct rollover.
Appears in 2 contracts
Samples: Stifel Account, Stifel Account
Transfers From Other Plans. We can receive amounts transferred to this IRA from the custodian or trustee or custodian of another IRA. 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 transfer or direct rolloverrollovers.
Appears in 1 contract
Samples: Company Custodial Agreement
Transfers From Other Plans. We can receive amounts transferred GENERAL INSTRUCTIONS to this inherited IRA from the trustee or custodian of another inherited Traditional IRA. 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 transfer or direct rollover.
Appears in 1 contract
Transfers From Other Plans. We can receive amounts transferred to this IRA from the trustee or custodian of another IRA. In addition, we can accept rollovers of eligible xxx- gible rollover distributions from employer-sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfer or direct rollover.
Appears in 1 contract
Samples: Plan Agreement
Transfers From Other Plans. We can receive amounts transferred to this IRA from the trustee or custodian of another IRA. 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 or direct rollover.
Appears in 1 contract
Transfers From Other Plans. We can receive amounts transferred to this IRA from the trustee or custodian of another IRA. 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 or direct rollover.. 8.14
Appears in 1 contract
Samples: 4kmc.com
Transfers From Other Plans. We can receive amounts transferred to this inherited IRA from the trustee or custodian of another inherited Traditional IRA. In addition, we can accept rollovers of eligible rollover distributions from employer-inherited employer- sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfer or direct rollover.
Appears in 1 contract
Samples: www.stifel.com
Transfers From Other Plans. We can receive amounts transferred to this IRA from the custodian or trustee or custodian of another IRA. 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 transfer or direct rollover.
Appears in 1 contract
Samples: www.navyfederal.org
Transfers From Other Plans. We can receive amounts transferred to this IRA from the custodian or trustee or custodian of another IRA. 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 transfer or direct rollover.
Appears in 1 contract
Samples: www.navyfederal.org