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 32 contracts

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

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: Wealth Management Agreement, Simple Ira Custodial Agreement, Simple Individual Retirement Custodial Account Agreement

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 7 contracts

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

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: Simplified Employee Pension (Sep) Contribution Agreement, Custodial Agreement, Adoption Agreement

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: Account Agreement, Account Agreement, Account Agreement

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: Account Agreement