Common use of Transfers From Other Plans Clause in Contracts

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: Ira Agreement, Plan Agreement, www.jdseibertandco.com

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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 2 contracts

Samples: Agreement, Agreement

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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

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