Plan Accounts definition
Examples of Plan Accounts in a sentence
For New IRA/Qualified Plan Accounts, please complete to form/application provided by your custodian of choice in addition to this Subscription Agreement and forward to the custodian for processing.
For New ▇▇▇/Qualified Plan Accounts, please complete to form/application provided by your custodian of choice in addition to this Subscription Agreement and forward to the custodian forprocessing.
Transfer Agent shall provide Customer with summary data regarding Plan Accounts as reasonably requested by Customer and replacement transaction information upon request.
In case of any requests or demands for the inspection of the records relating to Plan Accounts and Participant accounts with the Fund, Trust Company will endeavor to notify the Fund and to secure instructions from an authorized officer of the Fund as to such inspection.
Fees set forth herein are for discretionary management of the Client’s defined contribution Plan Account(s) and do not include any other professional services that may be required by Client.