Common use of Participant Clause in Contracts

Participant. The participant is the person who establishes the custodial account. Custodian – The custodian must be a bank or savings and loan association, as defined in section 408(n), or any person who has the approval of the IRS to act as custodian. TRANSFER SIMPLE IRA This SIMPLE IRA is a “transfer SIMPLE IRA” if it is not the original recipient of contributions under any SIMPLE IRA plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS

Appears in 10 contracts

Samples: Simple Ira Plan, Simple Individual Retirement Custodial Account Agreement, Custodial Account Adoption Agreement

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Participant. The participant is the person who establishes the custodial account. Custodian – Custodian. The custodian must be a bank or savings and loan association, as defined in section 408(n), or any person who has the approval of the IRS to act as custodian. TRANSFER Transfer SIMPLE IRA This SIMPLE IRA is a "transfer SIMPLE IRA" if it is not the original recipient of contributions under any SIMPLE IRA plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONSSpecific Instructions

Appears in 6 contracts

Samples: Customer Agreement, Customer Agreement, Customer Agreement

Participant. The participant is the person who establishes the custodial account. Custodian – The custodian must be a bank or savings and loan association, as defined in section 408(n), or any other person who has the approval of the IRS to act as custodian. TRANSFER SIMPLE IRA This SIMPLE IRA is a “transfer SIMPLE IRA” if it is not the original recipient of contributions under any SIMPLE IRA plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS

Appears in 5 contracts

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

Participant. The participant is the person who establishes the custodial account. Custodian – The custodian must be a bank or savings and loan association, as defined in section Section 408(n), or any other person who has the approval of the IRS to act as custodian. TRANSFER SIMPLE IRA This SIMPLE IRA is a “transfer SIMPLE IRA” if it is not the original recipient of contributions under any SIMPLE IRA plan. The summary sum- xxxx description requirements of section Section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS

Appears in 3 contracts

Samples: Stifel Account, Stifel Account, www.stifel.com

Participant. The participant is the person who establishes the custodial account. Custodian – Custodian. The custodian must be a bank or savings and loan association, as defined in section 408(n), or any person who has the approval of the IRS to act as custodian. TRANSFER Transfer SIMPLE IRA This SIMPLE IRA is a “transfer SIMPLE IRA” if it is not the original recipient of contributions under any SIMPLE IRA plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS.

Appears in 3 contracts

Samples: Adoption Agreement, Custodial Agreement, Custodial Agreement

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Participant. The participant is the person who establishes the custodial account. Custodian – The custodian must be a bank or savings and loan association, as defined in section 408(n), or any other person who has the approval of the IRS to act as custodian. TRANSFER SIMPLE IRA XXX This SIMPLE IRA XXX is a “transfer SIMPLE IRAXXX” if it is not the original recipient of contributions under any SIMPLE IRA XXX plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS

Appears in 2 contracts

Samples: Agreement, Agreement

Participant. The participant is the person who establishes the custodial account. Custodian – The custodian must be a bank or savings and loan association, as defined in section 408(n), or any person who has the approval of the IRS to act as custodian. TRANSFER SIMPLE IRA This SIMPLE IRA is a “transfer SIMPLE IRA” if it is not the original recipient of contributions under any SIMPLE IRA plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS.

Appears in 1 contract

Samples: Simple Individual Retirement Custodial Account Agreement

Participant. The participant is the person who establishes the custodial account. Custodian – The custodian must be a bank or savings and loan association, as defined in section 408(n), or any person who has the approval of the IRS to act as custodian. TRANSFER SIMPLE IRA XXX This SIMPLE IRA XXX is a “transfer SIMPLE IRAXXX” if it is not the original recipient of contributions under any SIMPLE IRA XXX plan. The summary description requirements of section 408(l)(2) do not apply to transfer SIMPLE IRAs. SPECIFIC INSTRUCTIONS

Appears in 1 contract

Samples: Simple Ira Plan Agreement

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