PENALTY REPORTING. The Designated Beneficiary must file form 5329 with the Internal Revenue Service to report and remit any penalties for excise taxes.
Appears in 4 contracts
Samples: Custodial Agreement, Custodial Agreement, Custodial Agreement
PENALTY REPORTING. The Designated Beneficiary must file form 5329 with the Internal Revenue Service to report and remit any penalties for excise taxes.. OTHER
Appears in 2 contracts
Samples: www.stifel.com, www.arrowfunds.com