Common use of Transfers and Rollovers Clause in Contracts

Transfers and Rollovers. The Custodian can receive amounts transferred or rolled over to this ▇▇▇▇ ▇▇▇ from the trustee or custodian of another ▇▇▇▇ ▇▇▇ as permitted by Code or applicable Regulations. The Custodian reserves the right not to accept any transfer or rollover.

Appears in 65 contracts

Sources: Ira Prototype Plan Agreement, Ira Prototype Plan Agreement, Ira Kit Agreement

Transfers and Rollovers. The Custodian can receive amounts transferred or rolled over to this ▇▇▇▇ Traditional ▇▇▇ from the trustee or custodian of another Traditional ▇▇▇▇ ▇▇▇ . In addition, the Custodian can accept direct rollovers of eligible rollover distributions from employer-sponsored retirement plans as permitted by the Code or and applicable Regulations. The Custodian reserves the right not to accept any transfer or rollover.

Appears in 2 contracts

Sources: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

Transfers and Rollovers. The Custodian can receive amounts transferred or rolled over to this ▇▇▇▇ Traditional ▇▇▇ from the trustee or custodian of another Traditional ▇▇▇▇ ▇▇▇ . In addition, the Custodian can accept direct rollovers of eligible rollover distributions from employer- sponsored retirement plans as permitted by the Code or and applicable Regulations. The Custodian reserves the right not to accept any transfer or rollover.

Appears in 1 contract

Sources: Individual Retirement Custodial Account Agreement