Common use of Rollovers Clause in Contracts

Rollovers. ▇▇▇▇▇▇▇▇▇ ESA amounts may be rolled over to another ▇▇▇▇▇▇▇▇▇ ESA of the same designated beneficiary or that of a qualified family member, provided that all of the applicable rollover rules are followed. Rollover is a term used to describe a tax-free movement of cash to a ▇▇▇▇▇▇▇▇▇ ESA from another ▇▇▇▇▇▇▇▇▇ ESA. The rollover rules are generally summarized below. These transactions are often complex. For questions regarding a rollover, please see a competent tax advisor.

Appears in 18 contracts

Sources: Coverdell Education Savings Account Custodial Account Agreement, Coverdell Education Savings Account Custodial Agreement, Coverdell Education Savings Account Custodial Account Agreement

Rollovers. ▇▇▇▇▇▇▇▇▇ ESA amounts may be rolled over to another ▇▇▇▇▇▇▇▇▇ ESA of the same designated beneficiary Designated Beneficiary or that of a qualified family member, provided that all of the applicable rollover rules are followed. Rollover is a term used to describe a tax-free movement of cash to a ▇▇▇▇▇▇▇▇▇ ESA from another ▇▇▇▇▇▇▇▇▇ ESA. The rollover rules are generally summarized below. These transactions are often complex. For If you have any questions regarding a rollover, please see a competent tax advisor.

Appears in 3 contracts

Sources: Custodial Education Savings Account Agreement, Custodial Education Savings Account Agreement, Custodial Education Savings Account Agreement

Rollovers. ▇▇▇▇▇▇▇▇▇ ESA amounts may be rolled over to another ▇▇▇▇▇▇▇▇▇ ESA of the same designated beneficiary or that of a qualified family member, provided that all of the applicable rollover rules are followed. Rollover is a term used to describe a tax-free tax‐free movement of cash to a ▇▇▇▇▇▇▇▇▇ ESA from another ▇▇▇▇▇▇▇▇▇ ESA. The rollover rules are generally summarized below. These transactions are often complex. For questions regarding a rollover, please see a competent tax advisor.

Appears in 1 contract

Sources: Coverdell Education Savings Account Custodial Account Agreement