Xxxxxxxxx Education Savings Account Custodial Agreement definition

Xxxxxxxxx Education Savings Account Custodial Agreement or “Xxxxxxxxx ESA Custodial Agreement” means the document that establishes your Xxxxxxxxx ESA Account. Articles I through IX of the Xxxxxxxxx ESA Custodial Agreement are substantially the same as Articles I through IX of IRS Form 5305-EA which is the IRS model custodial account form. Certain additional terms have been added as Article X. Xxxxxxxxx ESAs established using the Xxxxxxxxx ESA Custodial Agreement will meet the requirements of the Code applicable to Xxxxxxxxx ESAs.

Examples of Xxxxxxxxx Education Savings Account Custodial Agreement in a sentence

  • Please refer to the Xxxxxxxxx Education Savings Account Custodial Agreement for additional details.

  • Xxxxx Xxxxxxxxx Education Savings Account Custodial Agreement Articles I to IX are in the form promulgated by the Internal Revenue Service in Form 5305-EA (Revised October 2010).

  • I hereby designate the person(s) named below as Primary Beneficiary(ies) in accordance with the Xxxxxxxxx Education Savings Account Custodial Agreement.

  • Xxxxxxxxx Education Savings Account Custodial Agreement Articles I - IX are in the form promulgated by the Internal Revenue Service in Form 5305-EA (Rev.

  • In addition, I have received, read and agree to this adoption agreement, Xxxxxxxxx Education Savings Account Custodial Agreement as amended from time to time, and Disclosure Statement.

Related to Xxxxxxxxx Education Savings Account Custodial Agreement

  • Collection Account Control Agreement means that certain Collection Account Control Agreement, to be entered into by and among the Borrower, the Lender and Bank, with respect to the Collection Account, in form and substance acceptable to the Lender and the Borrower, as the same may be amended, modified or supplemented from time to time.

  • Collection Account Agreement means an agreement substantially in the form of Exhibit VI among Originator, Seller, the Agent and a Collection Bank.

  • Concentration Account Agreement as defined in subsection 4.16(b).

  • Clearing Account Agreement means that certain agreement relating to clearing account services by and among Mortgage Borrower, Lender and Clearing Account Bank, as the same may be amended, restated, replaced, supplemented or otherwise modified from time to time, relating to the operation and maintenance of, and application of funds in, the Clearing Account.

  • Continuing education credit or “CE credit” means one continuing education credit as defined in [insert reference in State law or regulations governing producer continuing education course approval].

  • Health Savings Account means an account as permitted under section 223 of the internal revenue code of 1986, 26 USC 223.

  • Blocked Account Control Agreement means the Cash Management Agreement among Borrower, Collection Account Bank and Lender providing for the exclusive control of the Collection Account and all other Accounts by Lender, substantially in the form of Exhibit A or such other form as may be reasonably acceptable to Lender.

  • Account Control Agreement means the Account Control Agreement relating to the Accounts, dated as of the Closing Date, among the Borrower, the Servicer, the Administrative Agent and the Account Bank.

  • Controlled Account Agreement has the meaning specified therefor in the Security Agreement.

  • Servicer Custodial Account The separate Eligible Account or Accounts created and maintained by the Servicer pursuant to Section 3.08(b).

  • Securities Account Control Agreement shall have the meaning ascribed thereto in the Sale and Servicing Agreement.

  • Deposit Account Control Agreement means an agreement, in form and substance satisfactory to the Agent (in its Permitted Discretion), among any Loan Party, a banking institution holding such Loan Party’s funds, and the Agent with respect to collection and control of all deposits and balances held in a deposit account maintained by any Loan Party with such banking institution, as amended, supplemented or otherwise modified from time to time in accordance with the terms thereof.

  • Whole Loan Custodial Account means the “Whole Loan Custodial Account” established for the Mortgage Loan pursuant to the Lead Securitization Servicing Agreement.

  • Custodial Account The separate account or accounts created and maintained pursuant to Section 4.04.

  • Swap Administration Agreement As defined in Section 4.08(b).

  • Custodial Accounts Each Custodial Account (other than an Escrow Account) established and maintained by a Servicer pursuant to a Servicing Agreement with respect to the Mortgage Loans.

  • Savings Account means an account, which is based on Mudarabah and its profit shall be calculated based on the profit earned on any balance maintained above the minimum threshold or average threshold (as may be agreed upon with the Bank).

  • Deposit Account Agreement means the Deposit Account Agreement and Disclosure, as may be amended from time to time, issued by the Custodian and available on the Custodian’s internet customer portal, “xx.xxxxxxxxxxx.xxx”.

  • Control Account Agreement means any tri-party agreement by and among a Loan Party, the Administrative Agent and a depositary bank or securities intermediary at which such Loan Party maintains a Controlled Account, in each case in form and substance satisfactory to the Administrative Agent.

  • Linked Account means any controlled disbursement account or other deposit account at any time linked to any of the Collection Accounts maintained at Truist Financial Corp. by a zero balance account connection or other automated funding mechanism.

  • Administration Account As defined in Section 7.02.

  • Servicer Account means any account established by Servicer in connection with the servicing of the Mortgage Loans.

  • Collection Account Bank means any of the banks or other financial institutions holding one or more Collection Accounts.

  • Lockbox Account Agreement means any replacement agreement therefor among the Servicer, the Trust Collateral Agent and the Lockbox Bank.

  • Account Agreement means the agreements for the operation of the Account.