Common use of Withdrawals or Transfers Clause in Contracts

Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements. You are not required to take a distribution from your Xxxx XXX during your lifetime. At your death, however, your beneficiaries must begin taking distributions in accordance with Article V and section 9.07 of this article. We will make no distributions to you from your Xxxx XXX until you provide us with a written request for a distribution on a form provided by or acceptable to us.

Appears in 22 contracts

Samples: Roth Individual Retirement Account Agreement, Roth Individual Retirement Trust Account Agreement, Individual Retirement Account Custodial Agreement

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Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements. You are not required to take a distribution from your Xxxx XXX during your lifetime. at age 70½. At your death, however, your beneficiaries must begin taking distributions in accordance with Article V and section 9.07 of this article. We will make no distributions to you from your Xxxx XXX until you provide us with a written request for a distribution on a form provided by or acceptable to us.

Appears in 15 contracts

Samples: Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement

Withdrawals or Transfers. All requests for withdrawal or transfer will shall be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will shall be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, withdrawal penalties or surrender charges, and withholding requirements. You are not required to take a distribution from your Xxxx XXX during your lifetime. at age 70½. At your death, however, your beneficiaries beneficiary(ies) must begin taking distributions in accordance with Article V and section Section 9.07 of this articleAgreement. We will make no distributions to you from your Xxxx XXX until you provide us with a written request for a distribution on a form provided by or acceptable to us.

Appears in 14 contracts

Samples: Roth Ira Account Application & Agreement, Customer Account Agreement, Roth Ira Account Application & Agreement

Withdrawals or Transfers. All requests for withdrawal or transfer will shall be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to uswriting. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will shall be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, withdrawal penalties or surrender charges, charges and withholding requirements. You are not required to take a distribution from your Xxxx XXX during your lifetime. at age 70½. At your death, however, your beneficiaries beneficiary(ies) must begin taking distributions in accordance with Article V and section 9.07 Section 9.06 of this articleAgreement. We will make no distributions to you from your Xxxx XXX until you provide us with a written request for a distribution on a form provided by or acceptable to us.

Appears in 4 contracts

Samples: Wealthfront Roth Ira Agreement, Roth Ira Account Agreement, Roth Ira

Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws l aws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements. You are not required to take a distribution from your Xxxx XXX during your lifetime. At your death, however, your beneficiaries must begin taking distributions in accordance with Article V and section 9.07 of this article. We will make no distributions to you from your Xxxx XXX R oth IRA until you provide us with a written request for a distribution on a form provided by or acceptable to us.

Appears in 2 contracts

Samples: Traditional and Roth Ira Plan Agreement & Disclosure, Traditional and Roth Ira Plan Agreement & Disclosure

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Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements. You are not required to take a distribution from your Xxxx XXX during your lifetimeat age 72. At your death, however, your beneficiaries must begin taking distributions in accordance with Article V and section 9.07 9.10 of this article. We will make no distributions to you from your Xxxx XXX until you provide us with a written request for a distribution on a form provided by or acceptable to us.

Appears in 2 contracts

Samples: Roth Individual Retirement Account Custodial Agreement, Roth Individual Retirement Account Custodial Agreement

Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements. You are not required to take a distribution from your Xxxx XXX during your lifetimeat age 701⁄2. At your death, however, your beneficiaries must begin taking distributions in accordance with Article V and section 9.07 of this article. We will make no distributions to you from your Xxxx XXX until you provide us with a written request for a distribution on a form provided by or acceptable to us.

Appears in 1 contract

Samples: Roth Individual Retirement Custodial Account Agreement

Withdrawals or Transfers. All requests for withdrawal or transfer will shall be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to uswriting. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will shall be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, withdrawal penalties or surrender charges, charges and withholding requirements. You are not required to take a distribution from your Xxxx XXX during your lifetimeat age 701⁄2. At your death, however, your beneficiaries beneficiary(ies) must begin taking distributions in accordance with Article V and section 9.07 Section 9.06 of this articleAgreement. We will make no distributions to you from your Xxxx XXX until you provide us with a written request for a distribution on a form provided by or acceptable to us.

Appears in 1 contract

Samples: Roth Individual Retirement Custodial Account Agreement

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