Written Election. When making a rollover or conversion contribution, you must do so in writing and understand that is an irrevocable election, pursuant to the requirements of Section 1.402(a)(5)-1T of the IRS regulations, and we will treat the contribution as a rollover or conversion contribution.
Appears in 8 contracts
Sources: Traditional Ira Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement