Common use of Cash or In-Kind Contributions Clause in Contracts

Cash or In-Kind Contributions. We may accept transfers, rollovers, recharacterizations, and other similar contributions in cash or in kind from other IRAs, eligible retirement plans, and as allowed by law. Prior to completing such transactions we may require that you provide certain information in a format acceptable to us. In-kind contributions will be valued according to our policies and procedures at the time of the contribution.

Appears in 6 contracts

Samples: Customer Agreement, Customer Agreement, Customer Agreement

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Cash or In-Kind Contributions. We may accept transfers, rollovers, recharacterizations, and other similar contributions in cash or in kind from other IRAs, eligible retirement plans, and as allowed by law. Prior to completing such transactions we may require that you provide certain information in a format acceptable to us. In-In kind contributions will be valued according to our policies and procedures at the time of the contribution.

Appears in 4 contracts

Samples: Customer Agreement, Customer Agreement, Customer Agreement

Cash or In-Kind Contributions. We may accept transferstransfer, rolloversrollover, recharacterizationsdirect rollover, and other any similar contributions in cash or in kind from other beneficiary IRAs, eligible retirement plansERPs, and as allowed by law. Prior to completing such transactions we may require that you provide certain information in a format acceptable to us. In-kind contributions will be valued according to our policies and procedures at the time of the contribution.

Appears in 2 contracts

Samples: www.rbfcu.org, www.rbfcu.org

Cash or In-Kind Contributions. We may accept transfers, rollovers, recharacterizations, transfer and other similar rollover contributions in cash or in kind from other Xxxx beneficiary IRAs, eligible retirement plansERPs, and as allowed by law. Prior to completing such transactions a transaction, we may require that you provide certain information in a format acceptable to us. In-kind contributions will be valued according to our policies and procedures at the time of the contribution.

Appears in 2 contracts

Samples: www.rbfcu.org, www.rbfcu.org

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Cash or In-Kind Contributions. We may accept transfers, rollovers, recharacterizations, and or other similar contributions transactions in cash or in kind from other IRAs, eligible retirement plans, IRAs and as allowed by law. Prior to completing such transactions we may require that you provide certain information in a format acceptable to us. In-kind contributions will be valued according to our policies and procedures at the time of the contribution.

Appears in 2 contracts

Samples: Customer Agreement, Customer Agreement

Cash or In-Kind Contributions. We may accept transfers, rollovers, recharacterizationsconversions, and other similar contributions in cash or in kind from other IRAs, eligible retirement plans, and as allowed by law. Prior to completing such transactions we may require that you provide certain information in a format acceptable to us. In-kind contributions will be valued according to our policies and procedures at the time of the contribution.

Appears in 2 contracts

Samples: Customer Agreement, Customer Agreement

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