Individual Retirement Accounts. The Bank offers Individual Retirement Accounts (“IRAs”) for its qualified clients. Presently, your IRA must be in the form of a CD. Please refer to the Bank’s IRA disclosure statement, which we will give to you upon the opening of your IRA.
Individual Retirement Accounts. An IRA Account is a form of retirement account established under 26 USC § 408. IRA Accounts are governed by the terms of this Agreement and the terms and disclosures in the IRA application and other IRA documentation.
Individual Retirement Accounts. All Individual Retirement Accounts related to the Offices that shall not have become IRAs by the close of business on the 30th day following the Closing shall not be assigned by BANK ONE to BUYER or assumed by BUYER. BANK ONE may thereafter, at its option, elect to retain such Individual Retirement Accounts, advise the account holders that it has withdrawn its resignation as custodian or transfer the amount in such Individual Retirement Accounts to the account holders.
Individual Retirement Accounts. The Transfer Agent will provide certain agreed upon services to 403(b), individual retirement accounts (“IRAs”), SIMPLE-IRAs, and SEP-IRAs that are directly investing in the Trust, in accordance with mutually agreed upon procedures.
Individual Retirement Accounts. IRAs are governed by the terms of the Account Agreements and the terms and disclosures in the IRA application and other IRA documentation, which are incorporated in this Agreement by reference.
Individual Retirement Accounts. In the case of a corporation which is a bank (as defined in section 581) or a de- pository institution holding company (as defined in section 3(w)(1) of the Federal Deposit Insurance Act (12 U.S.C. 1813(w)(1)), a trust which con- stitutes an individual retirement ac- count under section 408(a), including one designated as a Xxxx XXX under section 408A, but only to the extent of the stock held by such trust in such bank or company as of October 22, 2004. Individual retirement accounts (includ- ing Xxxx IRAs) are not otherwise eligi- ble S corporation shareholders.
Individual Retirement Accounts. VIII.B.1.b. Insurance payments under this Agreement VIII.B.1.c. College Endowment and Scholarship Program VIII.B.1.d. OPBA Dues/Assessments VIII.B.1.e. Ohio Public Employees Deferred Compensation
Individual Retirement Accounts. As Covered in Board Policy.
Individual Retirement Accounts. A Plan may be used by qualified individuals who wish to establish an IRA.
Individual Retirement Accounts. If this is an Individual Retirement Account (“IRA”), by signing this Agreement you acknowledge that you have completed and signed an IRA enrollment form to open an IRA and you have adopted Apex Clearing Corporation (“Apex”) to serve as Custodian. If you wish to cancel your Account, you must do so on or before the seventh (7th) calendar day after you receive the “Custodial Agreement and Disclosure Statement” by either delivering or mailing a written notice of cancellation to: Apex Clearing Corporation 000 Xxxxx Xx. Xxxx Xxxxxx, Suite 1300, Dallas, Texas 75201 This Agreement, and the Custodial Agreement and Disclosure Statement for your IRA include the terms and conditions of the relationship entered into by you and M1 Finance or Apex (as applicable). Your beneficiary is the individual, estate, trust, or organization you designate when you open your IRA. You may change your beneficiary designation at any time by contacting us at the address listed on your Account statement. Each beneficiary designation you file with us will cancel all previous designations. Your beneficiary is subject to, and bound by, all the terms and conditions of the Custodial Agreement and Disclosure Statement. It is very important that you review the Custodial Agreement and Disclosure Statement, because if a beneficiary does not survive you, or if there is no record of a designated beneficiary, or if you divorce, the default beneficiary provisions of the Custodial Agreement and Disclosure Statement will govern. Also, if you name a trust, estate, or minor child as a beneficiary, there are additional requirements or information that will be required in accordance with the Custodial Agreement and Disclosure Statement.
