Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements.
Appears in 87 contracts
Samples: Ach Agreement, Individual Retirement Custodial Account Agreement, Custodial Account Adoption Agreement
Withdrawals or Transfers. All requests for withdrawal or transfer will shall be in writing on a form provided by or acceptable to usthe Custodian. The method of distribution must be specified in writing or in any other method acceptable to uswriting. The tax identification number of the recipient must be provided to us the Custodian before we are it is obligated to make a distribution. Withdrawals will shall be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, withdrawal penalties or surrender charges, charges and withholding requirements.
Appears in 63 contracts
Samples: Ira Prototype Plan Agreement, Prototype Plan Agreement, secure.alpsinc.com
Withdrawals or Transfers. All requests for withdrawal or transfer will shall be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to uswriting. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will shall be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, withdrawal penalties or surrender charges, charges and withholding requirements.
Appears in 10 contracts
Samples: Traditional Individual Retirement Custodial Agreement, 10. Custodial Agreement, Ira Agreement
Withdrawals or Transfers. All requests for withdrawal or transfer will shall be in writing on a form provided by or acceptable accept- able to us. The method of distribution must be specified in writing or in any other method acceptable to uswriting. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will shall be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, withdrawal penalties or surrender charges, charges and withholding requirements.
Appears in 6 contracts
Samples: www.stifel.com, Stifel Account, Stifel Account
Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identification identifica- tion number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements.
Appears in 6 contracts
Samples: www.stifel.com, Stifel Account, Stifel Account
Withdrawals or Transfers. All requests for withdrawal or transfer will shall be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to uswriting. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals Withdrawals/Distributions will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, withdrawal penalties or surrender charges, charges and withholding requirements.
Appears in 3 contracts
Samples: Custodial Agreement, Custodial Agreement, Company Custodial Agreement
Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing on a form provided by or acceptable accept- able to usthe Custodian. The method of distribution must be specified in writing or in any other method acceptable to usthe Custodian. The tax identification number of the recipient Designated Beneficiary or Death Beneficiary must be provided to us the Custodian before we are the Custodian is obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements.
Appears in 2 contracts
Samples: Stifel Account, Stifel Account
Withdrawals or Transfers. All Unless you are instructed otherwise, all requests for withdrawal withdrawals or transfer will transfers shall be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to usspecified. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will shall be subject to all applicable tax and other laws and regulationsRegulations, including but not limited to possible early distribution penalty taxes, withdrawal penalties or surrender charges, charges and withholding requirements.
Appears in 2 contracts
Samples: www.navyfederal.org, www.navyfederal.org
Withdrawals or Transfers. All requests for withdrawal or transfer will be in writing writ- ing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identification number of the recipient must be provided to us before we are obligated to make a distributiondis- tribution. Withdrawals will be subject to all applicable tax and other laws and regulationsregula- tions, including but not limited to possible early distribution penalty taxes, surrender surren- der charges, and withholding requirements.
Appears in 1 contract
Samples: Plan Agreement
Withdrawals or Transfers. All requests for withdrawal or transfer GENERAL INSTRUCTIONS will be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to us. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, surrender charges, and withholding requirements.
Appears in 1 contract
Samples: southeastinvestmentsnc.com
Withdrawals or Transfers. All requests for withdrawal or transfer will shall be in writing on a form provided by or acceptable to us. The method of distribution must be specified in writing or in any other method acceptable to uswriting. The tax identification number of the recipient must be provided to us before we are obligated to make a distribution. Withdrawals will shall be subject to all applicable tax and other laws and regulations, including but not limited to possible early distribution penalty taxes, taxes or surrender charges, charges and withholding requirements.
Appears in 1 contract
Samples: Simple Ira Plan Agreement