Successor Organization. If we merge with, purchase, or are acquired by, another organization, such organization, if qualified, may automatically become the successor custodian or trustee of your IRA.
Successor Organization. The obligations of the Corporation and the Bank as set forth herein shall continue to be the obligation of any successor organization, any organization which purchases substantially all of the liabilities of the Corporation or the Bank, as well as any organization which assumes substantially all of the liabilities of the Corporation or the Bank whether by merger, consolidation, or other form of business
Successor Organization. If we merge with, purchase, or are beneficiary after your death, to elect a distribution reason, provide acquired by, another organization, such organization, if qualified, documentation, and provide a proper tax identification number before may automatically become the successor custodian or trustee of your we process a distribution. These withdrawals may be subject to SIMPLE IRA. taxes, withholding, and penalties. Distributions may be in cash or in 8.19 Folio as Broker-Dealer. In establishing this SIMPLE IRA, you also kind based on our policies. In-kind distributions will be valued are establishing a brokerage relationship with Folio and this according to our policies at the time of the distribution. agreement is a part of and is incorporated into the Folio Customer Required minimum distributions will be based on Treasury Agreement applicable to this SIMPLE IRA. Investment instructions Regulations 1.401(a)(9) and 1.408-8 in addition to our then current with respect to your SIMPLE IRA are to be provided to Folio in the policies and procedures. The required minimum distribution form and manner acceptable to Folio.
Successor Organization. If we merge with, purchase, or are acquired by, another organization, such organization, if qualified, may automatically become the successor custodian or trustee of your IRA. IRS FORM 5305-A INSTRUCTIONS (Rev. 4-2017) General Instructions Section references are to the Internal Revenue Code unless otherwise noted. Purpose of Form Form 5305-A is a model custodial account agreement that meets the requirements of section 408(a). However, only Articles I through VII have been reviewed by the IRS. A traditional individual retirement account (traditional IRA) is established after the form is fully executed by both the individual (depositor) and the custodian. To make a regular contribution to a traditional IRA for a year, the IRA must be established no later than the due date of the individual's income tax return for the tax year (excluding extensions). This account must be created in the United States for the exclusive benefit of the depositor and his or her beneficiaries. Do not file Form 5305-A with the IRS. Instead, keep it with your records. For more information on IRAs, including the required disclosures the custodian must give the depositor, see Pub. 590-A, Contributions to Individual Retirement Arrangements (IRAs), and Pub. 590-B, Distributions from Individual Retirement Arrangements (IRAs).
Successor Organization. If we merge with, purchase, or are nominee custodian and Folio as sub-custodian.
Successor Organization. 19 After the Hospital notifies the successor organization in writing of the above 20 provision before entering into such agreement, the Hospital shall have no further 21 obligations hereunder from date of takeover.
Successor Organization. The obligations of the Corporation and the Bank as set forth herein shall continue to be the obligation of any successor organization, and any organization which purchases substantially all of the assets of the Corporation, whether by merger, consolidation, or other form of business combination. This Agreement is personal to the Officer and the Officer may not delegate his or her duties hereunder.
Successor Organization. If the Financial Organization is merged with or bought by another organization, the successor organization may continue to receive the products and services set forth in this Agreement if it desires and UPI so consents.
Successor Organization. It is the intent of the Districts that the RRVCSA Board established pursuant to this Agreement is the successor to the WCMJPB Board established pursuant to the Joint Powers Agreement dated January 13, 1995, and the NWMJPB established pursuant to the Joint Powers Agreement dated April 4, 1995, and subsequently changed the name from Northwestern Minnesota Joint Powers Board to the Soil and Water Conservation District Technical Service Area 1 on October 26, 2004, as amended. The Board established under this Agreement accepts the assignment and agrees to perform all the rights and obligations of its predecessor effective the date of all signatures of the parties on this Agreement.
Successor Organization. If our organization is merged with another organiza- tion (or comes under the control of any Federal or State agency) or if our entire organization (or any portion which includes your HSA) is bought by another orga- nization, that organization (or agency) shall automatically become the Trustee or Custodian of your HSA, but only if it is the type of organization authorized to serve as an HSA trustee or custodian.