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Common use of Written Election Clause in Contracts

Written Election. At the time you make a rollover to an IRA, you must designate in writing to the custodian you election to treat

Appears in 4 contracts

Sources: Individual Retirement Custodial Account Agreement, Traditional Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement

Related Clauses

  • Initial Election
  • Deferral Election
  • 83(b) Election
  • Written Form
  • Conversion and Continuation Elections

Parent Clauses

  • Rollovers and Conversions
  • What Law
  • ▇▇▇▇▇▇ of 2020 RMD
  • Waiver of 2020 RMD
  • DEFINITIONS

Sub-Clauses

  • Special Tax Treatment
  • Pledging
  • Additional Information
  • Important Information About Procedures for Opening a New Account
  • Prohibited Transactions
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