Written Election. At the time you make a rollover to an IRA, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 39 contracts
Sources: Traditional Ira Custodial Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Written Election. At the time you make a rollover to an a SIMPLE IRA, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 30 contracts
Sources: Simple Ira Custodial Account Agreement, Simple Individual Retirement Custodial Account Agreement, Simple Individual Retirement Custodial Account Agreement
Written Election. At the time you make a rollover to an inherited IRA, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 9 contracts
Sources: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Written Election. At the time you make a proper rollover to an IRA, you must designate in writing to the custodian us your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 5 contracts
Sources: Traditional Individual Retirement Custodial Account Agreement, Traditional Individual Retirement Custodial Account Agreement, Simplified Employee Pension (Sep) Individual Retirement Accounts Contribution Agreement
Written Election. At the time you make a proper rollover to an IRA, or conversion to a ▇▇▇▇ ▇▇▇, you must designate in writing to the custodian Custodian, in writing, your election to treat that contribution as a rolloverrollover or conversion. Once made, the rollover election is irrevocable.
Appears in 4 contracts
Sources: Ira Prototype Agreement and Disclosure Statement, Ira Prototype Agreement and Disclosure Statement, Ira Prototype Agreement
Written Election. At the time you make a rollover to an a SIM- PLE IRA, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 4 contracts
Sources: Simple Ira Account Application, Account Agreement, Account Agreement
Written Election. At the time you make a rollover to an IRA, you must designate in writing to the custodian your you election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 4 contracts
Sources: Traditional Individual Retirement Custodial Account Agreement, Traditional Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Written Election. At the time you make a rollover to an IRA, you must designate in writing to the custodian trustee your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 4 contracts
Sources: Individual Retirement Trust Account Agreement, Individual Retirement Trust Account Agreement, Individual Retirement Trust Account Agreement
Written Election. At the time you make a proper rollover to an a SIMPLE IRA, you must designate in writing to the custodian us, your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 3 contracts
Sources: Simple Ira Plan Establishment, Custodial Agreement, Adoption Agreement Simple Ira
Written Election. At the time you make a rollover to an inherited IRA, you must designate in writing to the custodian trustee your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 2 contracts
Sources: Individual Retirement Trust Account Agreement, Individual Retirement Trust Account Agreement
Written Election. At the time you make a proper rollover to an IRA, you must designate in writing to the custodian us, your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 2 contracts
Sources: Custodial Agreement, Adoption Agreement
Written Election. At the time you make a rollover to an IRA, you must designate des- ignate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 1 contract
Written Election. At the time you make a rollover to an inher- ited IRA, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 1 contract
Sources: Wealth Management Agreement
Written Election. At the time you make a rollover to an IRA, you must designate in writing to the custodian your you election to treat that contribution as a rollover. Once made, the rollover election is irrevocableirrevo- cable.
Appears in 1 contract
Sources: Traditional Ira Custodial Document
Written Election. At the time you make a rollover to an inherited Roth IRA, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 1 contract
Sources: Wealth Management Agreement