Transfers From Other Plans. We can receive amounts transferred to this inherited XXX from the trustee or custodian of another inherited Traditional XXX. 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 rollover.
Appears in 4 contracts
Samples: Adoption Agreement, Adoption Agreement, Adoption Agreement
Transfers From Other Plans. We can receive amounts transferred to this inherited Xxxx XXX from the trustee or custodian of another inherited Traditional Xxxx XXX. In addition, we can accept rollovers of eligible rollover distributions from inherited employer-sponsored employer‐sponsored retirement plans as permitted by the Code. We reserve the right not to accept any transfer or rollover.
Appears in 3 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, tebergfund.com
Transfers From Other Plans. We can receive amounts transferred GENERAL INSTRUCTIONS to this inherited XXX from the trustee or custodian of another inherited Traditional XXX. 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 rollover.
Appears in 1 contract
Samples: Adoption Agreement
