Summary Description Requirements. Notwithstanding Article V above, we will be deemed to have satisfied our summary description reporting requirements under Internal Revenue Code (IRC) Section 408(l)(2) if either a. we provide a summary description directly to you, or
Appears in 14 contracts
Samples: Simple Individual Retirement Custodial Account Agreement, Simple Individual Retirement Custodial Account Agreement, Agreement
Summary Description Requirements. Notwithstanding Article V above, we will be deemed to have satisfied our summary description reporting requirements under Internal Revenue Code (IRC) Section 408(l)(2) if either a. we provide a summary description directly to you, oreither
Appears in 6 contracts
Samples: Custodial Account Adoption Agreement, Simple Individual Retirement Custodial Account Agreement, Custodial Account Adoption Agreement
Summary Description Requirements. Notwithstanding Article V above, we will be deemed to have satisfied our summary description reporting requirements under Internal Revenue Code (IRC) Section 408(l)(2) if either a. we provide a summary description directly to you, oreither:
Appears in 5 contracts
Samples: Stifel Account, Stifel Account, Stifel Account
Summary Description Requirements. Notwithstanding Article V above, we will be deemed to have satisfied our summary description reporting requirements under Internal Revenue Code (IRC) Section section 408(l)(2) if either a. we provide a summary description directly to you, or
Appears in 1 contract
Samples: Simple Ira Plan Agreement
Summary Description Requirements. Notwithstanding Article V above, we will be deemed to have satisfied our summary description reporting requirements under Internal Revenue Code (IRC) Section 408(l)(2) if either a. we provide a summary description directly to you, oror SPECIFIC INSTRUCTIONS
Appears in 1 contract
Samples: Simple Individual Retirement Custodial Account Agreement
