Common use of Account Fees Clause in Contracts

Account Fees. If not accompanied by this Disclosure Statement and Individual Retirement Custodial Account Plan Document, a schedule of fees is available from the Custodian or from the financial organization that has introduced your account to the Custodian. The annual maintenance, termination, and other administration fees shall be charged by the Custodian for services hereunder in accordance with the current fee schedule that is in effect. At the discretion of the Custodian or the financial institution that introduced your account, you may receive an invoice for the account maintenance and other related fees that are due and payable upon receipt. Unless paid by you in a timely manner, fees will be automatically charged against the Account, or as you direct in writing, charged against another account held by the Custodian over which you have investment authority. You may not reimburse your XXX for account fees once they have been charged to your XXX. Any such reimbursement of annual maintenance or other administrative fees charged to your account will be deemed a contribution to your XXX and reported to the IRS accordingly. The Custodian will notify you prior to changing the fee schedule. In the event of account termination either by you or by the Custodian for any reason, the Custodian shall be entitled to receive the full termination fee, along with the full, nonprorated current year maintenance fee, regardless of the date during the year of the termination of the Custodial Account.

Appears in 11 contracts

Samples: Ira Adoption Agreement, Ira Adoption Agreement, Ira Adoption Agreement

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Account Fees. If not accompanied by this Disclosure Statement and Individual Retirement Custodial Account Plan Document, a schedule of fees is available from the Custodian or from the financial organization that has introduced your account to the Custodian. The annual maintenance, termination, and other administration fees shall be charged by the Custodian for services hereunder in accordance with the current fee schedule that is in effect. At the discretion of the Custodian or the financial institution that introduced your account, you may receive an invoice for the account maintenance and other related fees that are due and payable upon receipt. Unless paid by you in a timely manner, fees will be automatically charged against the Account, or as you direct in writing, charged against another account held by the Custodian over which you have investment authority. You may not reimburse your XXX IRA for account fees once they have been charged to your XXXIRA. Any such reimbursement of annual maintenance or other administrative fees charged to your account will be deemed a contribution to your XXX IRA and reported to the IRS accordingly. The Custodian will notify you prior to changing the fee schedule. In the event of account termination either by you or by the Custodian for any reason, the Custodian shall be entitled to receive the full termination fee, along with the full, nonprorated current year maintenance fee, regardless of the date during the year of the termination of the Custodial Account.

Appears in 5 contracts

Samples: Arbitration Agreement, Arbitration Agreement, Arbitration Agreement

Account Fees. If not accompanied by this Disclosure Statement and Individual Retirement Custodial Account Plan DocumentAgreement, a schedule of fees is available from the Custodian or from will be provided by the financial organization institution that has introduced your the account to the Custodianyou. The annual maintenance, termination, and other administration fees shall be charged by the Custodian or the financial institution that introduced the account to you for services hereunder in accordance with the current fee schedule that is in effect. At the discretion of the Custodian or the financial institution that introduced your accountthe account to you, you may receive an a separate invoice or invoice instructions on your statement for the account maintenance and other related fees that are due and payable upon receipt. Unless paid by you in a timely manner, fees will Fees when due shall be automatically charged against the Account, XXX or as you direct in writing, charged against another account held by the Custodian over which you have investment authority. You may not reimburse your XXX IRA for account fees including fee- based account fees, once they have been charged to your XXXIRA. Any such reimbursement of annual maintenance or other administrative fees charged to your account will IRA must be deemed considered a contribution to your XXX IRA and reported to the IRS accordingly. Alternatively, you may choose to pay the fees in a timely manner before the account has been charged. If you do prepay the account maintenance fee, you will see a corresponding debit and credit offset on your account statement The Custodian financial institution that introduced the account to you will notify you prior to changing the fee schedule. In the event of account termination either by you or by the Custodian for any reason, the Custodian shall be entitled to receive the full termination fee, along with the full, nonprorated current year maintenance fee, regardless of the date during the year of the termination of the Custodial Accountaccount.

Appears in 4 contracts

Samples: Account Application and Agreement, wbiinvestments.com, wbiinvestments.com

Account Fees. If not accompanied by this Disclosure Statement and Individual Retirement Custodial Account Plan DocumentAgreement, a schedule of fees is available from the Custodian or from will be provided by the financial organization institution that has introduced your the account to the Custodianyou. The annual maintenance, termination, and other administration fees shall be charged by the Custodian or the financial institution that introduced the account to you for services hereunder in accordance with the current fee schedule that is in effect. At the discretion of the Custodian or the financial institution that introduced your accountthe account to you, you may receive an a separate invoice or invoice instructions on your statement for the account maintenance and other related fees that are due and payable upon receipt. Unless paid by you in a timely manner, fees will Fees when due shall be automatically charged against the Account, XXX or as you direct in writing, charged against another account held by the Custodian over which you have investment authority. You may not reimburse your XXX for account fees including fee- based account fees, once they have been charged to your XXX. Any such reimbursement of annual maintenance or other administrative fees charged to your account will XXX must be deemed considered a contribution to your XXX and reported to the IRS accordingly. Alternatively, you may choose to pay the fees in a timely manner before the account has been charged. If you do prepay the account maintenance fee, you will see a corresponding debit and credit offset on your account statement The Custodian financial institution that introduced the account to you will notify you prior to changing the fee schedule. In the event of account termination either by you or by the Custodian for any reason, the Custodian shall be entitled to receive the full termination fee, along with the full, nonprorated current year maintenance fee, regardless of the date during the year of the termination of the Custodial Accountaccount.

Appears in 3 contracts

Samples: Inherited Ira Agreement, professionals.voya.com, boltonglobal.com

Account Fees. If not accompanied by this Disclosure Statement and Individual Retirement Custodial Account Plan DocumentAgreement, a schedule of fees is available from the Custodian or from will be provided by the financial organization institution that has introduced your the account to the Custodianyou. The annual maintenance, termination, and other administration fees shall be charged by the Custodian or financial institution that introduced the account to you for services hereunder in accordance with the current fee schedule that is in effect. At the discretion of the Custodian or the financial institution that introduced your accountthe account to you, you may receive an a separate invoice or invoice instructions on your statement for the account maintenance and other related fees that are due and payable upon receipt. Unless paid by you in a timely manner, fees will Fees when due shall be automatically charged against the Account, IRA or as you direct in writing, charged against another account held by the Custodian over which you have investment authority. You may not reimburse your XXX IRA for account fees including fee- based account fees, once they have been charged to your XXXIRA. Any such reimbursement of annual maintenance or other administrative fees charged to your account will IRA must be deemed considered a contribution to your XXX IRA and reported to the IRS accordingly. Alternatively, you may choose to pay the fees in a timely manner before the account has been charged. If you do prepay the account maintenance fee, you will see a corresponding debit and credit offset on your account statement. The Custodian financial institution that introduced the account to you will notify you prior to changing the fee schedule. In the event of account termination either by you or by the Custodian for any reason, the Custodian shall be entitled to receive the full termination fee, along with the full, nonprorated current year maintenance fee, regardless of the date during the year of the termination of the Custodial Accountaccount.

Appears in 2 contracts

Samples: wbiinvestments.com, wbiinvestments.com

Account Fees. If not accompanied by this Disclosure Statement and SIMPLE Individual Retirement Custodial Account Plan DocumentAgreement, a schedule of fees is available from the Custodian or from will be provided by the financial organization institution that has introduced your the account to the Custodianyou. The annual maintenance, termination, and other administration fees shall be charged by the Custodian or the financial institution that introduced the account to you for its services hereunder in accordance with the current fee schedule that is in effect. At the discretion of the Custodian or the financial institution that introduced your accountthe account to you, you may receive an a separate invoice or invoice instructions on your statement for the account maintenance and other related fees that are due and payable upon receipt. Unless paid by you in a timely manner, fees will Fees when due shall be automatically charged against the Account, XXX or as you direct in writing, charged against another account held by the Custodian over which you have investment authority. You may not reimburse your XXX for account fees including fee-based account fees, once they have been charged to your XXX. Any such reimbursement of annual maintenance or other administrative fees charged to your account will XXX must be deemed considered a contribution to your XXX and reported to the IRS accordingly. Alternatively, you may choose to pay the fees in a timely manner before the account has been charged. If you do prepay the account maintenance fee, you will see a corresponding debit and credit offset on your account statement. The Custodian financial institution that introduced the account to you will notify you prior to changing the fee schedule. In the event of account termination either by you or by the Custodian for any reason, the Custodian shall be entitled to receive the full termination fee, along with the full, nonprorated current year maintenance fee, regardless of the date during the year of the termination of the Custodial Accountaccount.

Appears in 2 contracts

Samples: Simple Ira Custodial Account Agreement, Custodial Account Agreement

Account Fees. If not accompanied by this Disclosure Statement and Individual Retirement Custodial Account Plan DocumentAgreement, a schedule of fees is available from the Custodian or from will be provided by the financial organization institution that has introduced your the account to the Custodianyou. The annual maintenance, termination, and other administration fees shall be charged by the Custodian or financial institution that introduced the account to you for services hereunder in accordance with the current fee schedule that is in effect. At the discretion of the Custodian or the financial institution that introduced your accountthe account to you, you may receive an a separate invoice or invoice instructions on your statement for the account maintenance and other related fees that are due and payable upon receipt. Unless paid by you in a timely manner, fees will Fees when due shall be automatically charged against the Account, XXX or as you direct in writing, charged against another account held by the Custodian over which you have investment authority. You may not reimburse your XXX for account fees including fee- based account fees, once they have been charged to your XXX. Any such reimbursement of annual maintenance or other administrative fees charged to your account will XXX must be deemed considered a contribution to your XXX and reported to the IRS accordingly. Alternatively, you may choose to pay the fees in a timely manner before the account has been charged. If you do prepay the account maintenance fee, you will see a corresponding debit and credit offset on your account statement. The Custodian financial institution that introduced the account to you will notify you prior to changing the fee schedule. In the event of account termination either by you or by the Custodian for any reason, the Custodian shall be entitled to receive the full termination fee, along with the full, nonprorated current year maintenance fee, regardless of the date during the year of the termination of the Custodial Accountaccount.

Appears in 2 contracts

Samples: Inherited Ira Adoption Agreement, uploads-ssl.webflow.com

Account Fees. If not accompanied by this Disclosure Statement and Individual Retirement Custodial Account Plan Document, a schedule of fees is available from the Custodian or from the financial organization that has introduced your account to the Custodian. The annual maintenance, termination, and other administration fees shall be charged by the Custodian for services hereunder in accordance with the current fee schedule that is in effectetfect. At the discretion of the Custodian or the financial institution that introduced your account, you may receive an invoice for the account maintenance and other related fees that are due and payable upon receipt. Unless paid by you in a timely manner, fees will be automatically charged against the Account, or as you direct in writing, charged against another account held by the Custodian over which you have investment authority. You may not reimburse your XXX IRA for account fees once they have been charged to your XXXIRA. Any such reimbursement of annual maintenance or other administrative fees charged to your account will be deemed a contribution to your XXX IRA and reported to the IRS accordingly. The Custodian will notify you prior to changing the fee schedule. In the event of account termination either by you or by the Custodian for any reason, the Custodian shall be entitled to receive the full termination fee, along with the full, nonprorated current year maintenance fee, regardless of the date during the year of the termination of the Custodial Account.

Appears in 1 contract

Samples: Ira Adoption Agreement

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Account Fees. If not accompanied by this Disclosure Statement and Individual Retirement Custodial Account Plan Document, a A schedule of fees is available from the Custodian or from will be provided by the financial organization institution that has introduced your the account to the Custodianyou. The annual maintenance, termination, and other administration fees shall be charged by the Custodian or the financial institution that introduced the account to you for services hereunder in accordance with the current fee schedule that is in effect. At the discretion of the Custodian or the financial institution that introduced your accountthe account to you, you may receive an a separate invoice or invoice instructions on your statement for the account maintenance and other related fees that are due and payable upon receipt. Unless paid by you in a timely manner, fees will Fees when due shall be automatically charged against the Account, IRA or as you direct in writing, charged against another account held by the Custodian over which you have investment authority. You may not reimburse your XXX IRA for account fees including fee- based account fees, once they have been charged to your XXXIRA. Any such reimbursement of annual maintenance or other administrative fees charged to your account will IRA must be deemed considered a contribution to your XXX IRA and reported to the IRS accordingly. Alternatively, you may choose to pay the fees in a timely manner before the account has been charged. If you do prepay the account maintenance fee, you will see a corresponding debit and credit offset on your account statement The Custodian will financial institution that introduced the account to you may notify you prior to changing the fee schedule. In the event of account termination either by you or by the Custodian for any reason, the Custodian or financial institution shall be entitled to receive the full termination fee, along with the full, nonprorated current year maintenance fee, regardless of the date during the year of the termination of the Custodial Accountaccount.

Appears in 1 contract

Samples: legal.atomicvest.com

Account Fees. If not accompanied by this Disclosure Statement and Individual Retirement Custodial Account Plan DocumentAgreement, a schedule of fees is available from the Custodian or from will be provided by the financial organization institution that has introduced your the account to the Custodianyou. The annual maintenance, termination, and other administration fees shall be charged by the Custodian or the financial institution that introduced the account to you for services hereunder in accordance with the current fee schedule that is in effectetfect. At the discretion of the Custodian or the financial institution that introduced your accountthe account to you, you may receive an a separate invoice or invoice instructions on your statement for the account maintenance and other related fees that are due and payable upon receipt. Unless paid by you in a timely manner, fees will Fees when due shall be automatically charged against the Account, XXX or as you direct in writing, charged against another account held by the Custodian over which you have investment authority. You may not reimburse your XXX IRA for account fees including fee- based account fees, once they have been charged to your XXXIRA. Any such reimbursement of annual maintenance or other administrative fees charged to your account will IRA must be deemed considered a contribution to your XXX IRA and reported to the IRS accordingly. Alternatively, you may choose to pay the fees in a timely manner before the account has been charged. If you do prepay the account maintenance fee, you will see a corresponding debit and credit otfset on your account statement The Custodian financial institution that introduced the account to you will notify you prior to changing the fee schedule. In the event of account termination either by you or by the Custodian for any reason, the Custodian shall be entitled to receive the full termination fee, along with the full, nonprorated current year maintenance fee, regardless of the date during the year of the termination of the Custodial Accountaccount.

Appears in 1 contract

Samples: syndicatedcapital.com

Account Fees. If not accompanied by this Disclosure Statement and SIMPLE Individual Retirement Custodial Account Plan DocumentAgreement, a schedule of fees is available from the Custodian or from will be provided by the financial organization institution that has introduced your the account to the Custodianyou. The annual maintenance, termination, and other administration fees shall be charged by the Custodian or the financial institution that introduced the account to you for its services hereunder in accordance with the current fee schedule that is in effect. At the discretion of the Custodian or the financial institution that introduced your accountthe account to you, you may receive an a separate invoice or invoice instructions on your statement for the account maintenance and other related fees that are due and payable upon receipt. Unless paid by you in a timely manner, fees will Fees when due shall be automatically charged against the Account, IRA or as you direct in writing, charged against another account held by the Custodian over which you have investment authority. You may not reimburse your XXX IRA for account fees including fee-based account fees, once they have been charged to your XXXIRA. Any such reimbursement of annual maintenance or other administrative fees charged to your account will IRA must be deemed considered a contribution to your XXX IRA and reported to the IRS accordingly. Alternatively, you may choose to pay the fees in a timely manner before the account has been charged. If you do prepay the account maintenance fee, you will see a corresponding debit and credit offset on your account statement. The Custodian financial institution that introduced the account to you will notify you prior to changing the fee schedule. In the event of account termination either by you or by the Custodian for any reason, the Custodian shall be entitled to receive the full termination fee, along with the full, nonprorated current year maintenance fee, regardless of the date during the year of the termination of the Custodial Accountaccount.

Appears in 1 contract

Samples: Simple Ira Custodial Account Agreement

Account Fees. If not accompanied by this Disclosure Statement and Individual Retirement Custodial Account Plan Document, a schedule of fees is available from the Custodian or from the financial organization that has introduced your account to the Custodian. The annual maintenance, termination, and other administration fees shall be charged by the Custodian for services hereunder in accordance with the current fee schedule that is in effectetfect. At the discretion of the Custodian or the financial institution that introduced your account, you may receive an invoice for the account maintenance and other related fees that are due and payable upon receipt. Unless paid by you in a timely manner, fees will be automatically charged against the Account, or as you direct in writing, charged against another account held by the Custodian over which you have investment authority. You may not reimburse your XXX for account fees once they have been charged to your XXX. Any such reimbursement of annual maintenance or other administrative fees charged to your account will be deemed a contribution to your XXX and reported to the IRS accordingly. The Custodian will notify you prior to changing the fee schedule. In the event of account termination either by you or by the Custodian for any reason, the Custodian shall be entitled to receive the full termination fee, along with the full, nonprorated current year maintenance fee, regardless of the date during the year of the termination of the Custodial Account.

Appears in 1 contract

Samples: Ira Adoption Agreement

Account Fees. If not accompanied by this Disclosure Statement and Individual Retirement Custodial Account Plan DocumentAgreement, a schedule of fees is available from the Custodian or from will be provided by the financial organization institution that has introduced your the account to the Custodianyou. The annual maintenance, termination, and other administration fees shall be charged by the Custodian or the financial institution that introduced the account to you for services hereunder in accordance with the current fee schedule that is in effectetfect. At the discretion of the Custodian or the financial institution that introduced your accountthe account to you, you may receive an a separate invoice or invoice instructions on your statement for the account maintenance and other related fees that are due and payable upon receipt. Unless paid by you in a timely manner, fees will Fees when due shall be automatically charged against the Account, XXX or as you direct in writing, charged against another account held by the Custodian over which you have investment authority. You may not reimburse your XXX for account fees including fee- based account fees, once they have been charged to your XXX. Any such reimbursement of annual maintenance or other administrative fees charged to your account will XXX must be deemed considered a contribution to your XXX and reported to the IRS accordingly. Alternatively, you may choose to pay the fees in a timely manner before the account has been charged. If you do prepay the account maintenance fee, you will see a corresponding debit and credit otfset on your account statement The Custodian financial institution that introduced the account to you will notify you prior to changing the fee schedule. In the event of account termination either by you or by the Custodian for any reason, the Custodian shall be entitled to receive the full termination fee, along with the full, nonprorated current year maintenance fee, regardless of the date during the year of the termination of the Custodial Accountaccount.

Appears in 1 contract

Samples: syndicatedcapital.com

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