Common use of IRS Plan Approval Clause in Contracts

IRS Plan Approval. Articles I through VII of the agreement used to establish this IRA have been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.

Appears in 23 contracts

Samples: Combined Individual And, Individual Retirement Trust Account Agreement, Individual   Retirement   Trust   Account   Agreement

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IRS Plan Approval. Articles I through VII of the The agreement used to establish this SIMPLE IRA have has been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.

Appears in 10 contracts

Samples: Stifel Account, Stifel Account, Stifel Account

IRS Plan Approval. Articles I through VII of the agreement used to establish this inherited IRA have been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.

Appears in 5 contracts

Samples: Individual Retirement Trust Account Agreement, Individual   Retirement   Custodial   Account   Agreement, Individual Retirement Custodial Account Agreement

IRS Plan Approval. Articles I through VII of the agreement used to establish this IRA have has been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement en- dorsement of the plan in operation or of the investments offered.

Appears in 4 contracts

Samples: Stifel Account, Stifel Account, Stifel Account

IRS Plan Approval. Articles I through though VII of the agreement used to establish this inherited IRA have been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.

Appears in 3 contracts

Samples: Stifel Account, Stifel Account, Stifel Account

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IRS Plan Approval. Articles I through VII of the agreement The Agreement used to establish this IRA have has been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments offered.

Appears in 3 contracts

Samples: Custodial Agreement, www.atlwealth.com, www.navyfederal.org

IRS Plan Approval. Articles I through though VII of the agreement used to establish this inherited IRA have been approved by the IRS. The IRS approval is a determination only as to form. It is not an endorsement of the plan in operation or of the investments invest- ments offered.

Appears in 1 contract

Samples: Stifel Account

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