Conversion and recharacterization. If the Depositor maintains an Individual Retirement Account under Code Section 408(a), Depositor may convert or transfer such other IRA to a ▇▇▇▇ ▇▇▇ under Code Section 408A using the UMB, n. a. ▇▇▇▇ ▇▇▇ Adoption Agreement by completing and executing the Adoption Agreement and giving suitable directions to the Custodian and the custodian or trustee of such other IRA.
Appears in 8 contracts
Sources: Traditional Individual Retirement Custodial Account Agreement, Traditional Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Conversion and recharacterization. If the Depositor maintains an Individual Retirement Account under Code Section section 408(a), Depositor may convert or transfer such other IRA to a ▇▇▇▇ ▇▇▇ under Code Section section 408A using the UMB, n.
a. ▇▇▇▇ ▇▇▇ Adoption terms of this Agreement and the Account Application by completing and executing the Adoption Agreement Account Application and giving suitable directions to the Custodian and the custodian or trustee of such other IRA.. Alternatively, the Depositor may convert or
Appears in 4 contracts
Sources: Custodial Agreement, Custodial Agreement, Custodial Agreement
Conversion and recharacterization. If the Depositor maintains an Individual Retirement Account under Code Section 408(a), Depositor may convert or transfer such other IRA to a ▇▇▇▇ ▇▇▇ under Code Section 408A using the UMB, n.
a. ▇▇▇▇ ▇▇▇ Adoption Agreement by completing and executing the Adoption Agreement and giving suitable suit- able directions to the Custodian and the custodian or trustee of such other IRA.
Appears in 1 contract
Sources: Traditional Ira Custodial Document