Cash or In-Kind Contributions Sample Clauses

Cash or In-Kind Contributions. We may accept transfers, rollovers, recharacterizations, and other similar contributions in cash or in kind from other IRAs, eligible retirement plans, and as allowed by law. Prior to completing such transactions we may require that you provide certain information in a format acceptable to us. In-kind contributions will be valued according to our policies and procedures at the time of the contribution.
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Cash or In-Kind Contributions. We may accept transfers, 8.21 Authority of Folio to Appoint a New Custodian. Pursuant to our rollovers, or other similar transactions in cash or in kind from other relationship with Folio, Folio has the authority to remove us and IRAs and as allowed by law. Prior to completing such transactions appoint a new custodian of your SIMPLE IRA upon 30 days advance we may require that you provide certain information in a format written notice to you. Folio as the broker-dealer on your SIMPLE acceptable to us. In-kind contributions will be valued according to IRA also has the authority to amend the terms and conditions our policies and procedures at the time of the contribution. applicable to your SIMPLE IRA in any respect and at any time and
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Cash or In-Kind Contributions. We may accept transfers, incurred by reason of your information, direction, or actions. rollovers, conversions, and other similar contributions in cash or in Additionally, you represent that it is your responsibility to seek the kind from other IRAs, eligible retirement plans, and as allowed by guidance of a tax or legal professional for your Xxxx XXX issues. law. Prior to completing such transactions we may require that you We are not responsible for determining whether your contributions provide certain information in a format acceptable to us. In-kind or distributions comply with this agreement or the federal laws contributions will be valued according to our policies and governing retirement plans. We are not responsible for any taxes, procedures at the time of the contribution.
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Cash or In-Kind Contributions. We may accept transfers, decisions, and you are responsible for the agent's actions or rollovers, or other similar transactions in cash or in kind from other failure to act. We are not responsible for directing your IRAs and as allowed by law. Prior to completing such transactions investments, or providing investment advice, including guidance we may require that you provide certain information in a format
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Cash or In-Kind Contributions. We may accept transfers, rollovers, and other similar contributions in cash or in kind from other HSAs, Xxxxxx Medical Savings Accounts (MSAs), and as allowed by law. Prior to completing such transactions we may require that you provide certain information in a format acceptable to us. In-kind contributions will be valued according to our policies and procedures at the time of the contribution. you with five days prior written notice. Upon our resignation, you must appoint a qualified successor custodian or trustee. Your HSA assets will be transferred to the successor custodian or trustee once we have received appropriate direction. Transfers will be completed within a reasonable time following our resignation notice and the payment of your remaining HSA fees or expenses. At the time of resignation we may retain the sum necessary to cover any fees and expenses, taxes, or investment penalties. If you fail to provide us with acceptable transfer direction within 30 days from the date of the notice, we can transfer the assets to a successor custodian or trustee of our choice, distribute the assets to you in kind, or liquidate the assets and distribute them to you in cash.
Sample 1
Cash or In-Kind Contributions. We may accept transfers, rollovers, and other similar contributions in cash or in kind from other HSAs, Xxxxxx Medical Savings Accounts (MSAs), and as allowed by law. Prior to completing such transactions we may require that you provide certain information in a format acceptable to us. In-kind contributions will be valued according to our policies and procedures at the time of the contribution.
Sample 1

Related to Cash or In-Kind Contributions

  • In-Kind Contributions For clarity, In-Kind contributions will only be recognized as eligible when the costs incurred by the Applicant are incidental to its ordinary course of business, directly attributable to the Project and easily auditable.

  • Return of Contributions The General Partner shall not be personally liable for, and shall have no obligation to contribute or loan any monies or property to the Partnership to enable it to effectuate, the return of the Capital Contributions of the Limited Partners or Unitholders, or any portion thereof, it being expressly understood that any such return shall be made solely from Partnership assets.

  • When Can I Make Contributions You may make annual contributions to your Xxxx XXX any time up to and including the due date for filing your tax return for the year, not including extensions. You may continue to make regular contributions to your Xxxx XXX even after you attain RMD age. In addition, rollover contributions and transfers (to the extent permitted as discussed below) may be made at any time, regardless of your age.

  • Rollover Contributions and Transfers The Custodian shall have the right to receive rollover contributions and to receive direct transfers from other custodians or trustees. All contributions must be made in cash or check.

  • Catch-Up Contributions In the case of a Traditional IRA Owner who is age 50 or older by the close of the taxable year, the annual cash contribution limit is increased by $1,000 for any taxable year beginning in 2006 and years thereafter.

  • Investment of Contributions At the direction of the Designated Beneficiary (or the direction of the Depositor or the Responsible Individual, whichever applies) the Custodian shall invest all contributions to the account and earnings thereon in investments acceptable to the Custodian, which may include marketable securities traded on a recognized exchange or "over the counter" (excluding any securities issued by the Custodian), covered call options, certificates of deposit, and other investments to which the Custodian consents, in such amounts as are specifically selected and specified in orders to the Custodian in such form as may be acceptable to the Custodian, without any duty to diversify and without regard to whether such property is authorized by the laws of any jurisdiction as a custodial account investment. The Custodian shall be responsible for the execution of such orders and for maintaining adequate records thereof. However, if any such orders are not received as required, or, if received, are unclear in the opinion of the Custodian, all or a portion of the contribution may be held uninvested without liability for loss of income or appreciation, and without liability for interest pending receipt of such orders or clarification, or the contribution may be returned. The Custodian may, but need not, establish programs under which cash deposits in excess of a minimum set by it will be periodically and automatically invested in interest-bearing investment funds. The Custodian shall have no duty other than to follow the written investment directions of the Designated Beneficiary (or the Depositor or Responsible Individual), and shall be under no duty to question said instructions and shall not be liable for any investment losses sustained by the Designated Beneficiary.

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