Common use of Account Termination Clause in Contracts

Account Termination. The student may terminate the Education Savings Account at any time after its establishment by sending a completed withdrawal form (or other instructions in a form acceptable to the custodian), or a transfer authorization form, to: XXXXX FUNDS PO BOX 219197 KANSAS CITY MO 64121-9197 An Education Savings Account with UMB Bank, n.a. will terminate upon the first to occur of the following: • The date the student’s properly executed withdrawal form or instructions (as described above) withdrawing the total Education Savings Account balance is received and accepted by the custodian. • The date the Education Savings Account ceases to qualify under the tax code. This will be deemed a termination. • The transfer of the Education Savings Account to another custodian/trustee. • The rollover of the amounts in the Education Savings Account to another custodian/trustee. Any outstanding fees must be received prior to such a termination of an Education Savings Account.

Appears in 1 contract

Samples: davisfunds.com

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Account Termination. The student may terminate the Education Savings Account at any time after its establishment by sending a completed withdrawal form (or other instructions in a form acceptable to the custodian), or a transfer authorization form, to: XXXXX FUNDS UMB BANK, N.A. Allspring Funds PO BOX 219197 KANSAS CITY Box 219967 Kansas City, MO 64121-9197 64121 An Education Savings Account with UMB Bank, n.a. will terminate upon the first to occur of the following: • The date the student’s properly executed withdrawal form or instructions (as described above) withdrawing the total Education Savings Account balance is received and accepted by the custodian. • The date the Education Savings Account ceases to qualify under the tax code. This will be deemed a termination. • The transfer of the Education Savings Account to another custodian/trustee. • The rollover of the amounts in the Education Savings Account to another custodian/trustee. Any outstanding fees must be received prior to such a termination of an Education Savings Account.

Appears in 1 contract

Samples: www.allspringglobal.com

Account Termination. The student may terminate the Education Savings Account at any time after its establishment by sending a completed withdrawal form (or other instructions in a form acceptable to the custodian), or a transfer authorization form, to: XXXXX FUNDS PO BOX 219197 KANSAS CITY The Federated Hermes Funds P.O. Box 219318 Kansas City, MO 64121-9197 9318 An Education Savings Account with UMB Bank, n.a. will terminate upon the first to occur of the following: • The date the student’s properly executed withdrawal form or instructions (as described above) withdrawing the total Education Savings Account balance is received and accepted by the custodian. • The date the Education Savings Account ceases to qualify under the tax code. This will be deemed a termination. • The transfer of the Education Savings Account to another custodian/trustee. • The rollover of the amounts in the Education Savings Account to another custodian/trustee. Any outstanding fees must be received prior to such a termination of an Education Savings Account.

Appears in 1 contract

Samples: services.federatedinvestors.com

Account Termination. The student may terminate the Education Savings Account at any time after its establishment by sending a completed withdrawal form (or other instructions in a form acceptable to the custodian), or a transfer authorization form, to: XXXXX FUNDS UMB BANK, N.A. Transamerica Funds PO BOX 219197 KANSAS CITY Box 219945 Kansas City MO 64121-9197 9945 An Education Savings Account with UMB Bank, n.a. will terminate upon the first to occur of the following: • The date the student’s properly executed withdrawal form or instructions (as described above) withdrawing the total Education Savings Account balance is received and accepted by the custodian. • The date the Education Savings Account ceases to qualify under the tax code. This will be deemed a termination. • The transfer of the Education Savings Account to another custodian/trustee. • The rollover of the amounts in the Education Savings Account to another custodian/trustee. Any outstanding fees must be received prior to such a termination of an Education Savings Account.

Appears in 1 contract

Samples: www.transamerica.com

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Account Termination. The student may terminate the Education Savings Account at any time after its establishment by sending a completed withdrawal form (or other instructions in a form acceptable to the custodian), or a transfer authorization form, to: XXXXX SELECTED FUNDS PO BOX 219197 219662 KANSAS CITY MO 64121-9197 9662 An Education Savings Account with UMB Bank, n.a. will terminate upon the first to occur of the following: • The date the student’s properly executed withdrawal form or instructions (as described above) withdrawing the total Education Savings Account balance is received and accepted by the custodian. • The date the Education Savings Account ceases to qualify under the tax code. This will be deemed a termination. • The transfer of the Education Savings Account to another custodian/trustee. • The rollover of the amounts in the Education Savings Account to another custodian/trustee. Any outstanding fees must be received prior to such a termination of an Education Savings Account.

Appears in 1 contract

Samples: selectedfunds.com

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