Common use of Transfers From Other Plans Clause in Contracts

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

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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

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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

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