Common use of Direct Rollover Clause in Contracts

Direct Rollover. □ Direct rollover of an eligible rollover distribution from an employer qualified plan, 403(b) arrangement or eligible 457 plan. [If this is a direct rollover contribution from an employer qualified plan or 403(b) arrangement, and if it includes any after-tax (or nondeductible) contributions to such employer qualified plan or 403(b) arrangement, indicate the amount of after-tax contribution included in this direct rollover: $ .]

Appears in 48 contracts

Sources: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement

Direct Rollover. □ Direct rollover of an eligible rollover distribution from an employer qualified plan, 403(b) arrangement or eligible 457 plan. [If this is a direct rollover contribution from an employer qualified plan or 403(b) arrangement, and if it includes any after-tax (or nondeductible) contributions to such employer qualified plan or 403(b) arrangement, indicate the amount of after-tax contribution included in this direct rollover: $ .]

Appears in 8 contracts

Sources: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement

Direct Rollover. □ Direct rollover of an eligible rollover distribution from an employer qualified plan, 403(b) arrangement or eligible 457 plan. [If this is a direct rollover contribution from an employer qualified plan or 403(b) arrangement, and if it includes any after-tax (or nondeductible) contributions to such employer qualified plan or 403(b) arrangement, indicate the amount of after-tax contribution included in this direct rollover: $ .]$

Appears in 7 contracts

Sources: Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement, Individual Retirement Custodial Account Adoption Agreement

Direct Rollover. □ Direct rollover of an eligible rollover distribution from an employer qualified plan, 403(b) arrangement or eligible 457 plan. [If this is a direct rollover contribution from an employer qualified plan or 403(b) arrangement, and if it includes any after-tax (or nondeductible) contributions to such employer qualified plan or 403(b) arrangement, indicate the amount of after-tax contribution included in this direct rollover: $ _.]

Appears in 1 contract

Sources: Individual Retirement Custodial Account Adoption Agreement

Direct Rollover. Direct rollover of an eligible rollover distribution from an employer qualified plan, 403(b) arrangement or eligible 457 plan. [If this is a direct rollover contribution from an employer qualified plan or 403(b) arrangement, and if it includes any after-tax (or nondeductible) contributions to such employer qualified plan or 403(b) arrangement, indicate the amount of after-tax contribution included in this direct rollover: $ .]] □

Appears in 1 contract

Sources: Individual Retirement Custodial Account Adoption Agreement