Common use of Successor Custodian Clause in Contracts

Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that includes your ▇▇▇▇ ▇▇▇) is bought by another organization, that organization (or agency) will automatically become the trustee or custodian of your ▇▇▇▇ ▇▇▇, but only if it is the type of organization authorized to serve as a ▇▇▇▇ ▇▇▇ trustee or custodian.

Appears in 56 contracts

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

Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that which includes your ▇▇▇▇ ▇▇▇) is bought by another organization, that organization (or agency) will shall automatically become the trustee or custodian of your ▇▇▇▇ ▇▇▇, but only if it is the type of organization authorized to serve as a ▇▇▇▇ ▇▇▇ trustee or custodian.

Appears in 23 contracts

Sources: Roth Individual Retirement Custodial Account Agreement, Roth Ira Account Application & Agreement, Customer Account Agreement

Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that includes your ▇▇▇▇ ▇▇▇) is bought by another organization, that organization (or agency) will automatically become the trustee or custodian of your ▇▇▇▇ ▇▇▇, but only if it is the type of organization authorized to serve as a ▇▇▇▇ an ▇▇▇ trustee or custodian.

Appears in 19 contracts

Sources: Traditional Individual Retirement Account Custodial Agreement, Individual Ira or Sep Account Application & Agreement, Individual Retirement Custodial Account Agreement

Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that includes your inherited ▇▇▇▇ ▇▇▇) is bought by another organization, that organization (or agency) will automatically become the trustee or custodian of your inherited ▇▇▇▇ ▇▇▇, but only if it is the type of organization authorized to serve as a inherited ▇▇▇▇ ▇▇▇ trustee or custodian.

Appears in 6 contracts

Sources: Inherited Roth Ira Adoption Agreement, Inherited Roth Ira Adoption Agreement, Roth Individual Retirement Custodial Account Agreement

Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that includes your ▇▇▇▇ inherited ▇▇▇) is bought by another organization, that organization (or agency) will automatically become the trustee or custodian of your ▇▇▇▇ inherited ▇▇▇, but only if it is the type of organization authorized to serve as a ▇▇▇▇ an inherited ▇▇▇ trustee or custodian.

Appears in 5 contracts

Sources: Inherited Ira Adoption Agreement, Inherited Ira Adoption Agreement, Inherited Ira Adoption Agreement

Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that includes your inherited ▇▇▇▇ ▇▇▇) is bought by another organization, that organization (or agency) will automatically become the trustee or custodian of your inherited ▇▇▇▇ ▇▇▇, but only if it is the type of organization authorized to serve as a an inherited ▇▇▇▇ ▇▇▇ trustee or custodian.

Appears in 3 contracts

Sources: Roth Individual Retirement Custodial Account Agreement, Roth Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Adoption Agreement

Successor Custodian. If our organization the Custodian changes its name, reorganizes, or merges with another organization (or comes under the control of any federal or state agency), or if our its entire organization (or any portion that which includes your ▇▇▇▇ this ▇▇▇) is bought by another organization, that organization (or agency) will shall automatically become the trustee or custodian of your ▇▇▇▇ this ▇▇▇, but only if it is the type of organization authorized to serve as a ▇▇▇▇ an ▇▇▇ trustee or custodian.

Appears in 3 contracts

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

Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that includes your inherited ▇▇▇▇ ▇▇▇) is bought by another organization, that organization or- ganization (or agency) will automatically become the trustee or custodian of your inherited ▇▇▇▇ ▇▇▇, but only if it is the type of organization authorized to serve as a an inherited ▇▇▇▇ ▇▇▇ trustee or custodian.

Appears in 3 contracts

Sources: Account Agreement, Account Agreement, Account Agreement

Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that which includes your ▇▇▇▇ ▇▇▇) is bought by another organization, that organization (or agency) will shall automatically become the trustee or custodian of your ▇▇▇▇ ▇▇▇, but only if it is the type of organization authorized to serve as a ▇▇▇▇ an ▇▇▇ trustee or custodian.

Appears in 2 contracts

Sources: Wealthfront Traditional Ira Agreement, Ira Plan Agreement

Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that which includes your ▇▇▇▇ SIMPLE ▇▇▇) is bought by another organization, that organization (or agency) will shall automatically become the trustee or custodian of your ▇▇▇▇ SIMPLE ▇▇▇, but only if it is the type of organization authorized to serve as a ▇▇▇▇ SIMPLE ▇▇▇ trustee or custodian.

Appears in 1 contract

Sources: Simple Ira Plan Agreement

Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that which includes your ▇▇▇▇ ▇▇▇) is bought by another organization, that organization (or agency) will shall automatically become the Custodian or trustee or custodian of your ▇▇▇▇ ▇▇▇, but only if it is the type of organization authorized to serve as a ▇an ▇▇▇ ▇▇▇ trustee custodian or custodiantrustee.

Appears in 1 contract

Sources: Custodial Agreement

Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that includes your ▇▇▇▇ SIMPLE ▇▇▇) is bought by another organization, that organization (or agency) will automatically become the trustee or custodian of your ▇▇▇▇ SIMPLE ▇▇▇, but only if it is the type of organization authorized to serve as a ▇▇▇▇ SIMPLE ▇▇▇ trustee or custodian.

Appears in 1 contract

Sources: Simple Ira Adoption Agreement

Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that which includes your ▇▇▇▇ ▇▇▇account) is bought by another organization, that organization (or agency) will shall automatically become the trustee or custodian of your ▇▇▇▇ ▇▇▇account, but only if it is the type of organization authorized to serve as a ▇▇▇▇ ▇▇▇ trustee or custodian.

Appears in 1 contract

Sources: Custodial Agreement

Successor Custodian. If our organization changes its name, reorganizes, merges with another organization (or comes under the control of any federal or state agency), or if our entire organization (or any portion that which includes your ▇▇▇▇ ▇▇▇) is bought by another organization, that organization (or agency) will shall automatically become the Custodian or trustee or custodian of your ▇▇▇▇ ▇▇▇, but only if it is the type of organization authorized to serve as a an ▇▇▇▇ ▇▇▇ trustee custodian or custodiantrustee.

Appears in 1 contract

Sources: Custodial Agreement