Written Election. At the time you make a rollover or conversion to a ▇▇▇▇ ▇▇▇, you must designate in writing to the custodian your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 65 contracts
Sources: Roth Individual Retirement Custodial Account Agreement, Roth Ira Account Application & Agreement, Customer Account Agreement
Written Election. At the time you make a rollover to an IRA, or conversion to a ▇▇▇▇ ▇▇▇, you must designate in writing to the custodian Custodian your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 39 contracts
Sources: Ira Prototype Plan Agreement, Ira Prototype Plan Agreement, Ira Kit Agreement
Written Election. At the time you make a rollover to an IRA, or conversion to a ▇▇▇▇ ▇▇▇, you must designate in writing to the custodian Custodian your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.irrevocable.
Appears in 19 contracts
Sources: Ira Kit Agreement, Ira Prototype Plan Agreement, Ira Prototype Plan Agreement
Written Election. At the time you make a rollover or conversion to a an inherited ▇▇▇▇ ▇▇▇, you must designate in writing to the custodian your election to treat that contribution as a rollover or conversionrollover. Once made, the election is irrevocable.
Appears in 14 contracts
Sources: Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement, Inherited Roth Ira Adoption Agreement
Written Election. At the time you make a rollover or conversion to a ▇▇▇▇ an ▇▇▇, you must designate in writing to the custodian your election to treat that contribution as a rollover or conversionrollover. Once made, the rollover election is irrevocable.
Appears in 12 contracts
Sources: Traditional Individual Retirement Account Custodial Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Written Election. At the time you make a rollover or conversion to a ▇▇▇▇ ▇▇▇, you must designate in writing to the custodian your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 10 contracts
Sources: Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement
Written Election. At the time you make a proper rollover or conversion to a ▇▇▇▇ ▇▇▇, you must designate in writing to the custodian us, your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 9 contracts
Sources: Wealthfront Roth Ira Agreement, Roth Ira Account Agreement, Roth Ira Plan Agreement
Written Election. At the time you make a rollover or conversion conver- sion to a ▇▇▇▇ ▇▇▇, you must designate in writing to the custodian your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 6 contracts
Sources: Wealth Management Agreement, Account Agreement, Account Agreement
Written Election. At the time you make a proper rollover or conversion to a ▇▇▇▇ an ▇▇▇, you must designate in writing to the custodian us, your election to treat that contribution as a rollover or conversionrollover. Once made, the rollover election is irrevocable.
Appears in 4 contracts
Sources: Wealthfront Traditional Ira Agreement, Ira Plan Agreement, Ira Plan Agreement
Written Election. At the time you make a rollover or conversion to a ▇▇▇▇ ▇▇▇, you must designate in writing to the custodian trustee your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 4 contracts
Sources: Roth Individual Retirement Account Agreement, Roth Individual Retirement Trust Account Agreement, Roth Individual Retirement Trust Account Agreement
Written Election. At the time you make a proper rollover to an ▇▇▇, or conversion to a ▇▇▇▇ ▇▇▇, you must designate in writing to the custodian Custodian, in writing, your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 2 contracts
Sources: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Written Election. At the time you make a rollover or conversion to a ▇▇▇▇ SIMPLE ▇▇▇, you must designate in writing to the custodian your election to treat that contribution as a rollover or conversionrollover. Once made, the rollover election is irrevocable.
Appears in 2 contracts
Sources: Simple Ira Plan Agreement, Simple Ira Adoption Agreement
Written Election. At the time you make a proper rollover or conversion to a ▇▇▇▇ ▇▇▇, you must designate in writing to the custodian us your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 2 contracts
Sources: Traditional Individual Retirement Custodial Account Agreement, Traditional Individual Retirement Custodial Account Agreement
Written Election. At the time you make a rollover or conversion to a ▇▇▇▇ an ▇▇▇, you must designate des- ignate in writing to the custodian your election to treat that contribution as a rollover or conversionrollover. Once made, the rollover election is irrevocable.
Appears in 1 contract
Written Election. At the time you make a proper rollover or conversion to a ▇▇▇▇ ▇▇▇, you must designate in writing to the custodian Custodian your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 1 contract
Sources: Roth Ira Custodial Account Agreement
Written Election. At the time you make a rollover to an ▇▇▇, or conversion to a ▇▇▇▇ ▇▇▇, you must designate in writing to the custodian Custodian your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 1 contract
Written Election. At the time you make a proper rollover or conversion to a ▇▇▇▇ an ▇▇▇, you must designate in writing to the custodian Custodian, in writing, your election to treat that contribution as a rollover or conversionrollover. Once made, the rollover election is irrevocable.
Appears in 1 contract