Transfers From Other Plans. We can receive amounts transferred or rolled over to this SIMPLE IRA from the trustee or custodian of another SIMPLE IRA. We reserve the right not to accept any transfer or rollover.
Appears in 26 contracts
Samples: Custodial Account Adoption Agreement, Custodial Account Adoption Agreement, Simple Individual Retirement Custodial Account Agreement
Transfers From Other Plans. We can receive amounts transferred or rolled over to this SIMPLE IRA from the custodian or trustee or custodian of another SIMPLE IRA. We reserve the right not to accept any transfer or rollover.
Appears in 1 contract
Samples: cdn.cocodoc.com
Transfers From Other Plans. We can receive amounts transferred or rolled over to this SIMPLE the Traditional IRA from the trustee Custodian or custodian Trustee of another SIMPLE Traditional IRA. We reserve the right not to accept any transfer or rollover.
Appears in 1 contract
Samples: Traditional Individual Retirement Custodial Account Agreement
Transfers From Other Plans. We can receive amounts transferred or rolled over to this the SIMPLE IRA from the trustee Custodian or custodian Trustee of another SIMPLE IRA. We reserve the right not to accept any transfer or rollover.
Appears in 1 contract
Samples: Simple Ira Employer Agreement