Successor Custodian. If the Custodian changes its name, reorganizes, or merges with another organization (or comes under the control of any federal or state agency), or if its entire organization (or any portion which includes this IRA) is bought by another organization, that organization (or agency) shall automatically become the trustee or custodian of this IRA, but only if it is the type of organization authorized to serve as an IRA trustee or custodian.
Appears in 59 contracts
Samples: Ira Prototype Plan Agreement, Ira Prototype Plan Agreement, Ira Prototype Plan Agreement
Successor Custodian. If the Custodian our organization changes its name, reorganizes, or merges with another organization (or comes under the control of any federal or state agency), or if its our entire organization (or any portion which that includes this your IRA) is bought by another organization, that organization (or agency) shall will automatically become the trustee or custodian of this your IRA, but only if it is the type of organization authorized to serve as an IRA trustee or custodian.
Appears in 29 contracts
Samples: Ach Agreement, Client Agreement, Combined Individual And
Successor Custodian. If the Custodian our organization changes its name, reorganizes, or merges with another organization (or comes under the control of any federal or state agency), or if its our entire organization (or any portion which that includes this your SIMPLE IRA) is bought by another organization, that organization (or agency) shall will automatically become the trustee or custodian of this your SIMPLE IRA, but only if it is the type of organization authorized to serve as an a SIMPLE IRA trustee or custodian.
Appears in 18 contracts
Samples: Stifel Account, Stifel Account, Simple Individual Retirement Custodial Account Agreement
Successor Custodian. If the Custodian our organization changes its name, reorganizes, or merges with another organization (or comes under the control of any federal or state agency), or if its our entire organization (or any portion which that includes this your inherited IRA) is bought by another organization, that organization (or agency) shall will automatically become the trustee or custodian of this your inherited IRA, but only if it is the type of organization authorized to serve as an inherited IRA trustee or custodian.
Appears in 11 contracts
Samples: Stifel Account, Stifel Account, Stifel Account
Successor Custodian. If the Custodian our organization changes its name, GENERAL INSTRUCTIONS reorganizes, or merges with another organization (or comes under the control of any federal or state agency), or if its our entire organization (or any portion which that includes this your SIMPLE IRA) is bought by another organization, that organization (or agency) shall will automatically become the trustee or custodian of this your SIMPLE IRA, but only if it is the type of organization authorized to serve as an a SIMPLE IRA trustee or custodian.
Appears in 5 contracts
Samples: Simple Individual Retirement Custodial Account Agreement, Simple Individual Retirement Custodial Account Agreement, jhdarbie.com
Successor Custodian. If the Custodian our organization changes its name, reorganizes, or merges with another organization (or comes under the control of any federal or state agency), or if its our entire organization (or any portion which includes this your IRA) is bought by another organization, that organization (or agency) shall automatically become the trustee or custodian of this your IRA, but only if it is the type of organization authorized to serve as an IRA trustee or custodian.
Appears in 5 contracts
Samples: Stifel Account, Stifel Account, Stifel Account
Successor Custodian. If the Custodian our organization changes its name, reorganizes, or merges with another organization (or comes under the control of any federal or state agency)organization, or if its a portion of our entire organization (or any portion which includes this IRA) is bought purchased by another organization, that organization (or agency) shall will automatically become the trustee or custodian of this IRA, but only if it your IRA as long as the organization is the type of organization authorized to serve as an IRA trustee or custodiancustodian and satisfies the requirements of Code Section 408(a)(2).
Appears in 2 contracts
Samples: Custodial Agreement, Custodial Agreement
Successor Custodian. If the Custodian our organization changes its name, reorganizes, or merges with another organization (or comes under the control of any federal or state agencyagen- cy), or if its our entire organization (or any portion which that includes this your IRA) is bought by another organization, that organization (or agency) shall will automatically become the trustee or custodian of this your IRA, but only if it is the type of organization authorized to serve as an IRA trustee or custodian.
Appears in 1 contract
Samples: Plan Agreement
Successor Custodian. If the Custodian our organization changes its name, reorganizes, or merges with another organization (or comes under the control of any federal or state agency), or if its our entire organization (or any portion which that includes this your IRA) is bought by another organization, that organization (or agency) shall will automatically become the trustee or custodian Custodian of this your IRA, but only if it is the type of organization authorized to serve as an IRA trustee or custodianCustodian.
Appears in 1 contract
Successor Custodian. If the Custodian our organization changes its name, reorganizes, or merges with another organization (or comes under the control of any federal or state agency), or if its our entire organization (or any portion which includes this your IRA) is bought by another organization, that organization (or agency) shall automatically become the Custodian or trustee or custodian of this your IRA, but only if it is the type of organization authorized to serve as an IRA trustee custodian or custodiantrustee.
Appears in 1 contract
Samples: Company Custodial Agreement