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

Cash or In-Kind Rollovers. You may be eligible to make a rollover contribution of your SIMPLE IRA distribution, in cash or in kind, to a SIMPLE IRA, traditional IRA, or certain employer-sponsored eligible retirement plans. Rollovers to and from SIMPLE IRAs, traditional IRAs, and eligible retirement plans are described in greater detail elsewhere in this Disclosure Statement.

Appears in 6 contracts

Samples: Customer Agreement, Customer Agreement, Customer Agreement

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Cash or In-Kind Rollovers. You may be eligible to make a rollover contribution of your SIMPLE IRA distributioncontribution, in cash or in kind, to a SIMPLE IRA, traditional IRA, an XXX or certain employer-sponsored eligible retirement plans. Rollovers to and from SIMPLE IRAs, traditional IRAs, IRAs and eligible retirement plans are described in greater detail elsewhere in this Disclosure Statement.

Appears in 5 contracts

Samples: Customer Agreement, Customer Agreement, Customer Agreement

Cash or In-Kind Rollovers. You may be eligible to make a rollover contribution of your SIMPLE IRA distribution, in cash or in kind, to a SIMPLE IRA, traditional IRA, IRA or certain employer-sponsored eligible retirement plans. Rollovers to and from SIMPLE IRAs, traditional IRAs, IRAs and eligible retirement plans are described in greater detail elsewhere in this Disclosure Statement.

Appears in 4 contracts

Samples: Customer Agreement, Customer Agreement, Customer Agreement

Cash or In-Kind Rollovers. You may be eligible to make a rollover contribution of your SIMPLE IRA distributioncontribution, in cash or in kind, to a SIMPLE IRA, traditional IRA, an IRA or certain employer-sponsored eligible retirement plans. Rollovers to and from SIMPLE IRAs, traditional IRAs, IRAs and eligible retirement plans are described in greater detail elsewhere in this Disclosure Statement.

Appears in 3 contracts

Samples: Customer Agreement, Customer Agreement, Customer Agreement

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Cash or In-Kind Rollovers. You may be eligible to make a rollover contribution of your SIMPLE IRA XXX distribution, in cash or in kind, to a SIMPLE IRAXXX, traditional IRAXXX, or certain employer-sponsored eligible retirement plans. Rollovers to and from SIMPLE IRAs, traditional IRAs, and eligible retirement plans are described in greater detail elsewhere in this Disclosure Statement.

Appears in 2 contracts

Samples: Customer Agreement, Customer Agreement

Cash or In-Kind Rollovers. You may be eligible to make a rollover contribution of your SIMPLE IRA distributioncontribution, in cash or in kind, to a SIMPLE IRA, traditional IRA, an IRA or certain employer-employer- sponsored eligible retirement plans. Rollovers to and from SIMPLE IRAs, traditional IRAs, IRAs and eligible retirement plans are described in greater detail elsewhere in this Disclosure Statement.

Appears in 1 contract

Samples: weitzinvestments.com

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