Common use of Transfers From Other Plans Clause in Contracts

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

AutoNDA by SimpleDocs

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

Samples: Individual Retirement Custodial Account Agreement

AutoNDA by SimpleDocs

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

Samples: Individual Retirement Custodial Account 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-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

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!