Approval of Form. This Agreement includes an IRS Form 5305 series agreement. This IRS document has been approved by the IRS. This approval is not a determination of its merits, and not an endorsement of the investments provided by us, or the operation of the SIMPLE IRA.
Appears in 4 contracts
Sources: Customer Agreement, Customer Agreement, Customer Agreement
Approval of Form. This Agreement includes an IRS Form Forms 5305 series agreement. This IRS document has been approved by the IRS. This approval is not a determination of its merits, and not an endorsement of the investments provided by us, or the operation of the SIMPLE IRA.of
1. IRS Form 5305-R or 5305-RA Agreement. This Disclosure
Appears in 4 contracts
Sources: Customer Agreement, Customer Agreement, Customer Agreement
Approval of Form. This Agreement includes an IRS Form Forms 5305 series agreement. This IRS document has been approved by the IRS. This approval is not a determination of its merits, and not an endorsement of the investments provided by us, or the operation of the SIMPLE IRA▇▇▇.
Appears in 3 contracts
Sources: Customer Agreement, Customer Agreement, Customer Agreement
Approval of Form. This Agreement agreement includes an IRS Form Forms 5305 series agreement. This Articles I through VIII of this IRS document has agreement have been reviewed and approved by the IRS. This approval is not a determination of its merits, and not an endorsement of the investments provided by us, or the operation of the SIMPLE Beneficiary IRA. Article IX of this IRS agreement contains additional contract provisions that have not been reviewed or approved by the IRS.
Appears in 2 contracts
Sources: Roth Beneficiary Ira Amendment, Roth Beneficiary Ira Amendment
Approval of Form. This Agreement agreement includes an IRS Form Forms 5305 series agreement. This Articles I through VII of this IRS document has agreement have been reviewed and approved by the IRS. This approval is not a determination of its merits, and not an endorsement of the investments provided by us, or the operation of the SIMPLE Beneficiary IRA. Article VIII of this IRS agreement contains additional contract provisions that have not been reviewed or approved by the IRS.
Appears in 2 contracts
Sources: Traditional Beneficiary Ira Amendment, Traditional Beneficiary Ira Amendment
Approval of Form. This Agreement includes an IRS Form Forms 5305 series agreement. This IRS document has been approved by the IRS. This approval is not a determination of its merits, and not an endorsement of the investments provided by us, us or the operation of the SIMPLE IRAHSA.
Appears in 1 contract
Sources: Health Savings Account Application and Adoption Agreement
Approval of Form. This Agreement includes an IRS Form Forms 5305 series agreement. This IRS document has been approved by the IRS. This approval is not a determination of its merits, and not an endorsement of the investments provided by us, or the operation of the SIMPLE IRA.
Appears in 1 contract
Sources: Customer Agreement