Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the custodian or trustee of another Xxxx XXX as permitted by the Code. We reserve the right not to accept any transfer.
Appears in 4 contracts
Samples: Wealthfront Roth Ira Agreement, Roth Ira, Roth Ira
Transfers From Other Plans. We can receive amounts transferred to this Xxxx XXX from the custodian or trustee of another Xxxx XXX as permitted by the Code. We reserve the right not to accept any transfer.In addition, we can accept
Appears in 1 contract
Samples: Roth Ira Plan Agreement
Transfers From Other Plans. We can receive amounts transferred or rolled over to this Xxxx SIMPLE XXX from the custodian or trustee of another Xxxx XXX as permitted by the CodeSIMPLE XXX. We reserve the right not to accept any transfertransfer or rollover.
Appears in 1 contract
Samples: Simple Ira Plan Agreement
Transfers From Other Plans. We can receive amounts transferred to this the Xxxx XXX from the custodian Custodian or trustee Trustee of another Xxxx XXX as permitted by the CodeXXX. We reserve the right not to accept any transfertransfer or rollover.
Appears in 1 contract
Samples: Roth Individual Retirement Custodial Account Agreement
Transfers From Other Plans. We can receive amounts transferred or rolled over to this Xxxx SIMPLE XXX from the trustee or custodian or trustee of another Xxxx XXX as permitted by the CodeSIMPLE XXX. We reserve the right not to accept any transfertransfer or rollover.
Appears in 1 contract
Samples: Simple Ira Adoption Agreement
