Common use of Successor Organization Clause in Contracts

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 Xxxx XXX. IRS FORM 5305-RA INSTRUCTIONS (Rev. 4-2017) General Instructions includible in gross income. For more information Article V. This article describes how Section references are to the Internal Revenue on Xxxx IRAs, including the required disclosures distributions will be made from the Xxxx XXX Code unless otherwise noted. the custodian must give the depositor, see Pub. after the depositor's death. Elections made Purpose of Form 590-A, Contributions to Individual Retirement pursuant to this article should be reviewed Form 5305-RA is a model custodial account Arrangements (IRAs), and Pub. 590-B, periodically to ensure they correspond to the agreement that meets the requirements of section Distributions from Individual Retirement depositor's intent. Under paragraph 3 of Article 408A. However, only Articles I through VIII Arrangements (IRAs). V, the depositor's spouse is treated as the owner have been reviewed by the IRS. A Xxxx Definitions of the Xxxx XXX upon the death of the depositor, individual retirement account (Xxxx XXX) is Custodian. The custodian must be a bank or rather than as the beneficiary. If the spouse is to established after the form is fully executed by savings and loan association, as defined in be treated as the beneficiary, and not the owner, both the individual (depositor) and the custodian. section 408(n), or any person who has the an overriding provision should be added to This account must be created in the United States approval of the IRS to act as custodian. Article IX. for the exclusive benefit of the depositor and his Depositor. The depositor is the person who Article IX. Article IX and any that follow it or her beneficiaries. establishes the custodial account. may incorporate additional provisions that are Do not file Form 5305-RA with the IRS. Specific Instructions agreed to by the depositor and custodian to

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 Xxxx XXX. IRS FORM 5305-RA INSTRUCTIONS (Rev. 4-2017) General Instructions includible in gross income. For more information Article V. This article describes how Section references are to the Internal Revenue on Xxxx IRAs, including the required disclosures distributions will be made from the Xxxx XXX Code unless otherwise noted. the custodian must give the depositor, see Pub. after the depositor's death. Elections made Purpose of Form 590-A, Contributions to Individual Retirement pursuant to this article should be reviewed Form 5305-RA is a model custodial account Arrangements (IRAs), and Pub. 590-B, periodically to ensure they correspond to the agreement that meets the requirements of section Distributions from Individual Retirement depositor's intent. Under paragraph 3 of Article 408A. However, only Articles I through VIII Arrangements (IRAs). V, the depositor's spouse is treated as the owner have been reviewed by the IRS. A Xxxx Definitions of the Xxxx XXX upon the death of the depositor, individual retirement account (Xxxx XXX) is Custodian. The custodian must be a bank or rather than as the beneficiary. If the spouse is to established after the form is fully executed by savings and loan association, as defined in be treated as the beneficiary, and not the owner, both the individual (depositor) and the custodian. section 408(n), or any person who has the an overriding provision should be added to This account must be created in the United States approval of the IRS to act as custodian. Article IX. for the exclusive benefit of the depositor and his Depositor. The depositor is the person who Article IX. Article IX and any that follow it or her beneficiaries. establishes the custodial account. may incorporate additional provisions that are Do not file Form 5305-RA with the IRS. Specific Instructions agreed to by the depositor and custodian to