Common use of Rollover Election Clause in Contracts

Rollover Election. At the time you make a proper rollover to a SIMPLE IRA, you must designate to the Custodian, in a form and manner acceptable to the Custodian, your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.

Appears in 2 contracts

Sources: Simple Ira Adoption Agreement, Simple Ira Adoption Agreement