Common use of Termination of Agreement, Resignation, or Removal of Custodian Clause in Contracts

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. However, your termination of this agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, or payments due to us are paid. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you through email (if an email address was provided, otherwise such notice will be sent to you through U.S. mail). Upon receipt of that notice, you must make arrangements to transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send the notice to you, we have the right to transfer your IRA assets to a successor IRA trustee or custodian that we choose in our sole discretion, or we may pay or distribute your IRA assets to you in a single sum or assignment. If we transfer your IRA, the existing IRA documents will govern your IRA relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA documents to be signed by you. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. If this agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following: • Any fees, expenses, or taxes chargeable against your IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA. After your IRA with us is closed, if there are additional assets remaining in or subsequently credited to your IRA, we will seek to distribute or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to our then operative fee schedule). We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. However, your termination of this agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, or payments due to us are paid. We can resign as custodian at any time effective time. If we resign, Xxxxx-Xxxxxxxx Capital, LLC (“K-M Capital”) may designate and appoint a successor custodian within 90 days after we provide them with notice of our resignation. If K-M Capital does not designate a successor custodian within 90 days after receipt of that notice, then we will mail written notice to you of our resignation. Effective 30 days after we send mail written notice of our resignation to you through email (if an email address was provided, otherwise such notice will be sent to you through U.S. mail). Upon receipt of that noticeyou, you must make arrangements to transfer your IRA to another financial organization. If you are required to transfer your IRA to another financial organization and do not complete a transfer of your IRA within 30 days from the date we send the notice to you, we have the right to transfer your IRA assets to a successor IRA trustee or custodian that we choose in our sole discretion, or we may pay or distribute your IRA assets to you in a single sum or assignment. If we transfer your IRA, the existing IRA documents will govern your IRA relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA documents to be signed by yousum. We will not be liable for any actions or failures to act on the part of K-M Capital or any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. If this agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following: . • Any fees, expenses, or taxes chargeable against your IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA. After your IRA If we are a nonbank custodian required to comply with Regulations section 1.408- 2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us is closed, if there are additional assets remaining in to substitute another trustee or subsequently credited to your IRA, we will seek to distribute or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to our then operative fee schedule)custodian. We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party the Custodian or the Responsible Individual may terminate this agreement at any time by giving written notice to the other. However, your termination of this agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, or payments due to us are paid. We The Custodian can resign as custodian Custodian at any time effective 30 days after we send mailing written notice of our its resignation to you through email (if an email address was provided, otherwise such notice will be sent to you through U.S. mail)the Responsible Individual. Upon receipt of that notice, you the Responsible Individual must make arrangements to transfer your IRA the Xxxxxxxxx ESA to another financial organization. If you do the Responsible Individual does not complete a transfer of your IRA the Xxxxxxxxx ESA within 30 days from the date we send the Custodian mails the notice to youthe Respon- sible Individual, we have the Custodian has the right to transfer your IRA the Xxxxxxxxx ESA assets to a successor IRA Xxxxxxxxx ESA trustee or custodian that we choose the Custodian chooses in our its sole discretion, discretion or we the Custodian may pay or distribute your IRA assets the Xxxxxxxxx ESA balance to you the Designated Beneficiary in a single sum or assignmentsum. If we transfer your IRA, the existing IRA documents will govern your IRA relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA documents to be signed by you. We will The Custodian shall not be liable for any actions or failures to act on the part of any successor trustee or custodian, custodian nor for any tax consequences you conse- quences the Designated Beneficiary may incur that result from the transfer or distribution of your the Xxxxxxxxx ESA assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. If this agreement is terminated, we the Custodian may charge to your IRA hold back from the Xxxxxxxxx ESA a reasonable amount of money that we believe it believes is necessary to cover any associated costs, including but not limited to one or more of the following: • Any fees, expenses, or taxes chargeable against your IRA the Xxxxxxxxx ESA; • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRAthe Xxxxxxxxx ESA. After your IRA If the Custodian is a nonbank custodian required to comply with us Regulations Section 1.408-2(e) and fails to do so or the custodian is closednot keeping the records, if there making the returns, or sending the statements as are additional assets remaining in required by forms or subsequently credited regulations, the IRS may require the custodian to your IRA, we will seek to distribute substitute another trustee or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to our then operative fee schedule)custodian. We The Custodian may establish a policy requiring distribution of the entire balance of your IRA this Xxxxxxxxx ESA to you the Desig- nated Beneficiary in cash or property if the balance of your IRA this Xxxxxxxxx ESA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. However, your termination of this agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, or payments due to us are paid. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you through email (if an email address was provided, otherwise such notice will be sent to you through U.S. mail). Upon receipt of that notice, you must make arrangements to transfer your IRA Xxxx XXX to another financial organization. If you do not complete a transfer of your IRA Xxxx XXX within 30 days from the date we send the notice to you, we have the right to transfer your IRA Xxxx XXX assets to a successor IRA Xxxx XXX trustee or custodian that we choose in our sole discretion, or we may pay or distribute your IRA Xxxx XXX assets to you in a single sum or assignment. If we transfer your IRAXxxx XXX, the existing IRA Xxxx XXX documents will govern your IRA Xxxx XXX relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA Xxxx XXX documents to be signed by you. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA Xxxx XXX assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA Xxxx XXX assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. If this agreement is terminated, we may charge to your IRA Xxxx XXX a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following: • Any fees, expenses, or taxes chargeable against your IRA Xxxx XXX • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRAXxxx XXX. After your IRA Xxxx XXX with us is closed, if there are additional assets remaining in or subsequently credited to your IRAXxxx XXX, we will seek to distribute or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to our then operative fee schedule). We may establish a policy requiring distribution of the entire balance of your IRA Xxxx XXX to you in cash or property if the balance of your IRA Xxxx XXX drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. However, your termination of this agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, or payments due to us are paid. We can resign as custodian at any time effective time. If we resign, Xxxxx-Xxxxxxxx Capital, LLC (“K- M Capital”) may designate and appoint a successor custodian within 90 days after we provide them with notice of our resignation. If K-M Capital does not designate a successor custodian within 90 days after receipt of that notice, then we will mail written notice to you of our resignation. Effective 30 days after we send mail written notice of our resignation to you through email (if an email address was provided, otherwise such notice will be sent to you through U.S. mail). Upon receipt of that noticeyou, you must make arrangements to transfer your IRA Xxxx XXX to another financial organization. If you are required to transfer your XXX to another financial organization and do not complete a transfer of your IRA Xxxx XXX within 30 days from the date we send the notice to you, we have the right to transfer your IRA Xxxx XXX assets to a successor IRA Xxxx XXX trustee or custodian that we choose in our sole discretion, or we may pay or distribute your IRA assets Xxxx XXX to you in a single sum or assignment. If we transfer your IRA, the existing IRA documents will govern your IRA relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA documents to be signed by yousum. We will not be liable for any actions or failures to act on the part of K-M Capital or any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. EXT-KM-MDMGI-00 0815 | 13 If this agreement is terminated, we may charge to your IRA Xxxx XXX a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following: . • Any fees, expenses, or taxes chargeable against your IRA Xxxx XXX • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA. After your IRA Xxxx XXX If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us is closed, if there are additional assets remaining in to substitute another trustee or subsequently credited to your IRA, we will seek to distribute or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to our then operative fee schedule)custodian. We may establish a policy requiring distribution of the entire balance of your IRA Xxxx XXX to you in cash or property if the balance of your IRA Xxxx XXX drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. However, your termination of this agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, or payments due to us are paid. We can resign as custodian Custodian at any time effective 30 days after we send mail written notice of our resignation to you through email (if an email address was provided, otherwise such notice will be sent to you through U.S. mail)you. Upon receipt of that notice, you must make arrangements to XIX. Inherited Individual Retirement Custodial Account Agreement transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send mail the notice to you, we have the right to transfer your IRA assets to a successor IRA custodian or trustee or custodian that we choose in our sole discretion, or we may pay or distribute your IRA assets to you in a single sum or assignment. If we transfer your IRA, the existing IRA documents will govern your IRA relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA documents to be signed by yousum. We will shall not be liable for any actions or failures to act on the part of any successor trustee succes- sor custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. If this agreement Agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following: • Any fees, expenses, or taxes chargeable against your IRA IRA; • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA. After your IRA If we are required to comply with us is closedRegulations Section 1.408–2(e), if there and we fail to do so, or we are additional assets remaining in not keeping the records, making the returns, or subsequently credited sending the statements as are required by forms or Regulations, the IRS may, after notifying you, require you to your IRA, we will seek to distribute substitute another trustee or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to our then operative fee schedule)custodian. We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. However, your termination of this agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, or payments due to us are paid. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you through email (if an email address was provided, otherwise such notice will be sent to you through U.S. mail). Upon receipt of that notice, you must make arrangements to transfer your IRA to another financial organization. If you do not complete a transfer of your IRA within 30 days from the date we send the notice to you, we have the right to transfer your IRA assets to a successor IRA trustee or custodian that we choose in our sole discretion, or we may pay or distribute your IRA assets to you in a single sum or assignment. If we transfer your IRA, the existing IRA documents will govern your IRA relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA documents to be signed by you. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. If this agreement is terminated, we may charge to your IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following: • Any fees, expenses, or taxes chargeable against your SIMPLE IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA. After your SIMPLE IRA If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us is closed, if there are additional assets remaining in to substitute another trustee or subsequently credited to your IRA, we will seek to distribute or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to our then operative fee schedule)custodian. We may establish a policy requiring distribution of the entire balance of your SIMPLE IRA to you in cash or property if the balance of your SIMPLE IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. However, your termination of this agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, or payments due to us are paid. We can resign as custodian at any time effective time. If we resign, Xxxxx-Xxxxxxxx Capital, LLC (“K-M Capital”) may designate and appoint a successor custodian within 90 days after we provide them with notice of our resignation. If K-M Capital does not designate a successor custodian within 90 days after receipt of that notice, then we will mail written notice to you of our resignation. Effective 30 days after we send mail written notice of our resignation to you through email (if an email address was provided, otherwise such notice will be sent to you through U.S. mail). Upon receipt of that noticeyou, you must make arrangements to transfer your IRA Xxxx XXX to another financial organization. If you are required to transfer your XXX to another financial organization and do not complete a transfer of your IRA Xxxx XXX within 30 days from the date we send the notice to you, we have the right to transfer your IRA Xxxx XXX assets to a successor IRA Xxxx XXX trustee or custodian that we choose in our sole discretion, or we may pay or distribute your IRA assets Xxxx XXX to you in a single sum or assignment. If we transfer your IRA, the existing IRA documents will govern your IRA relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA documents to be signed by yousum. We will not be liable for any actions or failures to act on the part of K-M Capital or any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. If this agreement is terminated, we may charge to your IRA Xxxx XXX a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following: . • Any fees, expenses, or taxes chargeable against your IRA Xxxx XXX • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA. After your IRA Xxxx XXX If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us is closed, if there are additional assets remaining in to substitute another trustee or subsequently credited to your IRA, we will seek to distribute or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to our then operative fee schedule)custodian. We may establish a policy requiring distribution of the entire balance of your IRA Xxxx XXX to you in cash or property if the balance of your IRA Xxxx XXX drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. However, your termination of this agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, or payments due to us are paid. We can resign as custodian Custodian at any time effective 30 days after we send mail written notice of our resignation to you through email (if an email address was provided, otherwise such notice will be sent to you through U.S. mail)you. Upon receipt of that notice, you must make arrangements to transfer your SIMPLE IRA to another financial organizationorganiza- tion. If you do not complete a transfer of your SIMPLE IRA within 30 days from the date we send mail the notice to you, we have the right to transfer your SIMPLE IRA assets to a successor SIMPLE IRA custodian or trustee or custodian that we choose choose, in our sole discretion, or we may pay or distribute your SIMPLE IRA assets to you in a single sum or assignment. If we transfer your IRA, the existing IRA documents will govern your IRA relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA documents to be signed by yousum. We will shall not be liable for any actions or failures to act on the part of any successor trustee custodian or custodiantrustee, nor for any tax consequences conse- quences you may incur that result from the transfer or distribution of your assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. If this agreement Agreement is terminated, we may charge to your SIMPLE IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following: • Any fees, expenses, or taxes chargeable against your IRA SIMPLE IRA; • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your SIMPLE IRA. After your IRA If we are required to comply with us is closedRegulations Section 1.408–2(e), if there and we fail to do so, or we are additional assets remaining in not keeping the re- cords, making the returns, or subsequently credited sending the statements as are required by forms or Regulations, the IRS may, after notifying you, require you to your IRA, we will seek to distribute substitute another trustee or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to our then operative fee schedule)custodian. We may establish a policy requiring distribution of the entire balance of your SIMPLE IRA to you in cash or property if the balance of your SIMPLE IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Custodian reserves the right to close the account without notice if it is not funded within ninety (90) days of account opening. An account that does not hold any assets and has not had any activity (e.g., a withdrawal, deposit, or transfer) for six (6) months may be classified as inactive. The Custodian reserves the right to close an inactive account at any time and without notice. Either party may terminate this agreement Agreement at any time by giving written notice to the other. However, your termination of this agreement Agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, or payments due to us are paidpaid or until we, at our discretion, waive the same. We can resign as custodian Custodian at any time effective 30 days after we send mail written notice of our resignation to you through via email (if an email address was provided, otherwise such notice will be sent to you through via U.S. mail). Upon receipt of that notice, you must make arrangements to transfer your IRA account to another financial organization. If you do not complete a transfer of your IRA account within 30 days from the date we send mail the notice to you, we have the right to transfer your IRA account assets to a successor IRA Custodian or trustee or custodian that we choose in our sole discretion, or we may pay or distribute your IRA account assets to you in a single sum or assignment. If we transfer your IRAaccount, the existing IRA account documents will govern your IRA account relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA account documents to be signed by you. We will shall not be liable for any actions or failures to act on the part of any successor trustee custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. If this agreement Agreement is terminated, we may charge to your IRA account a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following: • Any any fees, expenses, expenses or taxes chargeable against your IRA account; • Any any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA. After account after your IRA account with us is closed, if there are additional assets remaining in or subsequently credited to your IRAaccount, we will seek endeavor to distribute or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to per our then operative fee schedule). We may establish a policy requiring distribution of the entire balance of your IRA to you in cash or property if the balance of your IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. However, your termination of this agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, or payments due to us are paid. We can resign as custodian Custodian at any time effective 30 days after we send mail written notice of our resignation to you through email (if an email address was provided, otherwise such notice will be sent to you through U.S. mail)you. Upon receipt of that notice, you must make arrangements to transfer your Roth IRA to another financial organization. If you do not complete a transfer of your Roth IRA within 30 days from the date we send mail the notice to you, we have the right to transfer your Roth IRA assets to a successor succes- sor Roth IRA custodian or trustee or custodian that we choose in our sole discretion, or we may pay or distribute your Roth IRA assets to you in a single sum or assignment. If we transfer your IRA, the existing IRA documents will govern your IRA relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA documents to be signed by yousum. We will shall not be liable for any actions or failures to act on the part of any successor trustee custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. If this agreement Agreement is terminated, we may charge to your Roth IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following: • Any fees, expenses, expenses or taxes chargeable against your IRA Roth IRA; • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment invest- ment in your Roth IRA. After your IRA If we are required to comply with us is closedRegulations Section 1.408–2(e), if there and we fail to do so, or we are additional assets remaining in not keeping the records, making the returns, or subsequently credited sending the statements as are required by forms or Regulations, the IRS may, after notifying you, require you to your IRA, we will seek to distribute substitute another trustee or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to our then operative fee schedule)custodian. We may establish a policy requiring distribution of the entire balance of your Roth IRA to you in cash or property if the balance of your Roth IRA drops below the minimum balance required under the applicable investment invest- ment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. However, your termination This agreement shall also terminate upon the complete distribution of this agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, or payments due to us are paidthe assets of the custodial account. We can resign as custodian at any time effective 30 days after we send written notice of our resignation to you through email (if an email address was provided, otherwise such notice will be sent to you through U.S. mail)you. Upon receipt of that notice, you must make arrangements to transfer your SIMPLE IRA to another financial organization. If you do not complete a transfer of your SIMPLE IRA within 30 days from the date we send the notice to you, we have the right to transfer your SIMPLE IRA assets to a successor SIMPLE IRA trustee or custodian that we choose in our sole discretion, or we may pay or distribute your SIMPLE IRA assets to you in a single sum or assignment. If we transfer your IRA, the existing IRA documents will govern your IRA relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA documents to be signed by yousum. We will not be liable for any actions or failures to act on the part of any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. If this agreement is terminated, we may charge to your SIMPLE IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following: . • Any fees, expenses, or taxes chargeable against your SIMPLE IRA • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA. After your SIMPLE IRA If we are a nonbank custodian required to comply with Regulations section 1.408‐2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us is closed, if there are additional assets remaining in to substitute another trustee or subsequently credited to your IRA, we will seek to distribute or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to our then operative fee schedule)custodian. We may establish a policy requiring distribution of the entire balance of your SIMPLE IRA to you in cash or property if the balance of your SIMPLE IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. However, your termination of We may terminate this agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, and close your account if there is no transactional activity within 180 days of account opening or payments due to us are paidif your account has a zero balance with no contributions or distributions in the prior 16 consecutive months. We can resign as custodian Custodian at any time effective 30 days after we send mail written notice of our resignation to you through email (if an email address was provided, otherwise such notice will be sent to you through U.S. mail)you. Upon receipt of that notice, you must make arrangements to transfer your IRA HSA to another financial organization. If you do not complete a transfer of your IRA HSA within 30 days from the date we send mail the notice to you, we have the right to transfer your IRA HSA assets to a successor IRA HSA custodian or trustee or custodian that we choose in our sole discretion, or we may pay or distribute your IRA assets HSA to you in a single sum or assignment. If we transfer your IRA, the existing IRA documents will govern your IRA relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA documents to be signed by yousum. We will shall not be liable for any actions or failures to act on the part of any successor trustee custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. If this agreement Agreement is terminated, we may charge to your IRA HSA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following: •  Any fees, expenses, expenses or taxes chargeable against your IRA • HSA;  Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRAHSA. After your IRA If we are required to comply with us is closedTreasury Regulations section 1.408–2(e), if there and we fail to do so, or we are additional assets remaining in not keeping the records, making the returns or subsequently credited sending the statements as are required by forms or Regulations, the IRS may, after notifying you, require you to your IRA, we will seek to distribute substitute another trustee or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to our then operative fee schedule)custodian. We may establish a policy requiring distribution of the entire balance of your IRA HSA to you in cash or property if the balance of your IRA HSA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement Agreement at any time by giving written notice to the other. However, your termination of this agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, or payments due to us are paid. We can resign as custodian Custodian at any time effective 30 days after we send written mail writ- ten notice of our resignation to you through email (if an email address was provided, otherwise such notice will be sent to you through U.S. mail)you. Upon receipt of that noticeno- xxxx, you must make arrangements to transfer your SIMPLE IRA to another financial organization. If you do not complete a transfer of your SIMPLE IRA within 30 days from the date we send mail the notice to you, we have the right to transfer your SIMPLE IRA assets to a successor SIMPLE IRA custodian or trustee or custodian that we choose choose, in our sole discretion, or we may pay or distribute your SIMPLE IRA assets to you in a single sum or assignment. If we transfer your IRA, the existing IRA documents will govern your IRA relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA documents to be signed by yousum. We will shall not be liable for any actions or failures to act on the part of any successor trustee custodian or custodiantrustee, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. If this agreement Agreement is terminated, we may charge to your SIMPLE IRA a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to to, one or more of the following: • Any fees, expenses, or taxes chargeable against your IRA SIMPLE IRA; • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment invest- ment in your SIMPLE IRA. After your IRA If we are required to comply with us is closedRegulations Section 1.408–2(e), if there and we fail to do so, or we are additional assets remaining in not keeping the records, making the returns, or subsequently credited sending the statements as are required by forms or Regulations, the IRS may, after notifying you, require you to your IRA, we will seek to distribute substitute another trustee or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to our then operative fee schedule)custodian. We may establish a policy requiring distribution of the entire balance of your SIMPLE IRA to you in cash or property if the balance of your SIMPLE IRA drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. However, your termination of this agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, or payments due to us are paid. We can resign as custodian at any time effective time. If we resign, Xxxxx-Xxxxxxxx Capital, LLC (“K- M Capital”) may designate and appoint a successor custodian within 90 days after we provide them with notice of our resignation. If K-M Capital does not designate a successor custodian within 90 days after receipt of that notice, then we will mail written notice to you of our resignation. Effective 30 days after we send mail written notice of our resignation to you through email (if an email address was provided, otherwise such notice will be sent to you through U.S. mail). Upon receipt of that noticeyou, you must make arrangements to transfer your IRA Xxxx XXX to another financial organization. If you are required to transfer your IRA to another financial organization and do not complete a transfer of your IRA Xxxx XXX within 30 days from the date we send the notice to you, we have the right to transfer your IRA Xxxx XXX assets to a successor IRA Xxxx XXX trustee or custodian that we choose in our sole discretion, or we may pay or distribute your IRA assets Xxxx XXX to you in a single sum or assignment. If we transfer your IRA, the existing IRA documents will govern your IRA relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA documents to be signed by yousum. We will not be liable for any actions or failures to act on the part of K-M Capital or any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. EXT-KM-MDPMGI-00 0815 | 13 If this agreement is terminated, we may charge to your IRA Xxxx XXX a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following: . • Any fees, expenses, or taxes chargeable against your IRA Xxxx XXX • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA. After your IRA Xxxx XXX If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us is closed, if there are additional assets remaining in to substitute another trustee or subsequently credited to your IRA, we will seek to distribute or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to our then operative fee schedule)custodian. We may establish a policy requiring distribution of the entire balance of your IRA Xxxx XXX to you in cash or property if the balance of your IRA Xxxx XXX drops below the minimum balance required under the applicable investment or policy established.

Termination of Agreement, Resignation, or Removal of Custodian. Either party may terminate this agreement at any time by giving written notice to the other. However, your termination of this agreement will not be effective until such time as all outstanding fees, costs, indemnities, penalties, expenses, or payments due to us are paid. We can resign as custodian at any time effective time. If we resign, Xxxxx-Xxxxxxxx Capital, LLC (“K-M Capital”) may designate and appoint a successor custodian within 90 days after we provide them with notice of our resignation. If K-M Capital does not designate a successor custodian within 90 days after receipt of that notice, then we will mail written notice to you of our resignation. Effective 30 days after we send mail written notice of our resignation to you through email (if an email address was provided, otherwise such notice will be sent to you through U.S. mail). Upon receipt of that noticeyou, you must make arrangements to transfer your IRA Xxxx XXX to another financial organization. If you are required to transfer your IRA to another financial organization and do not complete a transfer of your IRA Xxxx XXX within 30 days from the date we send the notice to you, we have the right to transfer your IRA Xxxx XXX assets to a successor IRA Xxxx XXX trustee or custodian that we choose in our sole discretion, or we may pay or distribute your IRA assets Xxxx XXX to you in a single sum or assignment. If we transfer your IRA, the existing IRA documents will govern your IRA relationship with the new custodian or trustee unless the successor custodian/trustee notifies you in writing of any changes and/or requires new IRA documents to be signed by yousum. We will not be liable for any actions or failures to act on the part of K-M Capital or any successor trustee or custodian, nor for any tax consequences you may incur that result from the transfer or distribution of your assets pursuant to this section. If we terminate this agreement, we reserve the right to distribute your IRA assets to you “in kind” instead of in cash. This will generally result in a taxable distribution and will be reported to the IRS and to you. If we distribute your IRA assets in kind, we will not withhold federal or state income taxes. Instead, you understand and agree that we may deem you to have waived all federal and state income tax withholding on the distribution. You will still be responsible for all tax implications resulting from the distribution, and you agree not to hold us accountable for any such income tax withholding. .If this agreement is terminated, we may charge to your IRA Xxxx XXX a reasonable amount of money that we believe is necessary to cover any associated costs, including but not limited to one or more of the following: . • Any fees, expenses, or taxes chargeable against your IRA Xxxx XXX • Any penalties or surrender charges associated with the early withdrawal of any savings instrument or other investment in your IRA. After your IRA Xxxx XXX If we are a nonbank custodian required to comply with Regulations section 1.408-2(e) and we fail to do so or we are not keeping the records, making the returns, or sending the statements as are required by forms or regulations, the IRS may require us is closed, if there are additional assets remaining in to substitute another trustee or subsequently credited to your IRA, we will seek to distribute or transfer such assets in accordance with your prior direction, but only after offsetting any applicable administrative expenses and custodial fees (according to our then operative fee schedule)custodian. We may establish a policy requiring distribution of the entire balance of your IRA Xxxx XXX to you in cash or property if the balance of your IRA Xxxx XXX drops below the minimum balance required under the applicable investment or policy established.