Written Election. At the time you make a rollover or conversion to a Xxxx XXX, you must designate in writing to the custodian your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 52 contracts
Samples: Ach Agreement, Ach Agreement, Individual Retirement Custodial Account Agreement
Written Election. At the time you make a rollover to an IRA, or conversion to a Xxxx XXX, you must designate in writing to the custodian Custodian your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 39 contracts
Samples: Prototype Plan Agreement, secure.alpsinc.com, Ira Prototype Plan Agreement
Written Election. At the time you make a rollover to an IRA, or conversion to a Xxxx XXX, you must designate in writing to the custodian Custodian your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.irrevocable.
Appears in 17 contracts
Samples: lightstonecapitalmarkets.com, Ira Prototype Plan Agreement, Ira Prototype Plan Agreement
Written Election. At the time you make a rollover or conversion to a Xxxx an XXX, you must designate in writing to the custodian your election to treat that contribution as a rollover or conversionrollover. Once made, the rollover election is irrevocable.
Appears in 14 contracts
Samples: Individual Retirement Custodial Account Agreement, Account Agreement, www.darbie.com
Written Election. At the time you make a rollover or conversion to a an inherited Xxxx XXX, you must designate in writing to the custodian your election to treat that contribution as a rollover or conversionrollover. Once made, the election is irrevocable.
Appears in 13 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, darbie.com
Written Election. At the time you make a proper rollover or conversion to a Xxxx XXX, you must designate in writing to the custodian us, your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 9 contracts
Samples: Ira Agreement, Roth Ira Plan Agreement, d2ronhuflgo4cz.cloudfront.net
Written Election. At the time you make a rollover or conversion conver- sion to a Xxxx XXX, you must designate in writing to the custodian your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 6 contracts
Samples: www.stifel.com, Stifel Account, Stifel Account
Written Election. At the time you make a rollover or conversion to a Xxxx XXX, you must designate in writing to the custodian your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 5 contracts
Samples: www.transamerica.com, selectedfunds.com, rxprod.clipperfund.com
Written Election. At the time you make a proper rollover or conversion to a Xxxx an XXX, you must designate in writing to the custodian us, your election to treat that contribution as a rollover or conversionrollover. Once made, the rollover election is irrevocable.
Appears in 4 contracts
Samples: Ira Agreement, Ira Plan Agreement, Ira Plan Agreement
Written Election. At the time you make a rollover or conversion to a Xxxx XXX, you must designate in writing to the custodian trustee your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 3 contracts
Samples: Individual Retirement Trust Account Agreement, www.wincu.org, Individual Retirement Trust Account Agreement
Written Election. At the time you make a rollover or conversion to a Xxxx SIMPLE XXX, you must designate in writing to the custodian your election to treat that contribution as a rollover or conversionrollover. Once made, the rollover election is irrevocable.
Appears in 3 contracts
Samples: Simple Ira Plan Agreement, Agreement, Agreement
Written Election. At the time you make a proper rollover to an XXX, or conversion to a Xxxx XXX, you must designate in writing to the custodian Custodian, in writing, your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 2 contracts
Written Election. At the time you make a proper rollover or conversion to a Xxxx XXX, you must designate in writing to the custodian us your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 2 contracts
Samples: Traditional Individual Retirement Custodial Agreement, Traditional Individual Retirement Custodial Agreement
Written Election. At the time you make a rollover or conversion to a Xxxx an XXX, you must designate des- ignate in writing to the custodian your election to treat that contribution as a rollover or conversionrollover. Once made, the rollover election is irrevocable.
Appears in 1 contract
Samples: 4kmc.com
Written Election. At the time you make a proper rollover or conversion to a Xxxx an XXX, you must designate in writing to the custodian Custodian, in writing, your election to treat that contribution as a rollover or conversionrollover. Once made, the rollover election is irrevocable.
Appears in 1 contract
Samples: Stratton Monthly Dividend Shares Inc
Written Election. At the time you make a rollover to an XXX, or conversion to a Xxxx XXX, you must designate in writing to the custodian Custodian your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 1 contract
Samples: Prototype Plan Agreement
Written Election. At the time you make a proper rollover or conversion to a Xxxx XXX, you must designate in writing to the custodian Custodian your election to treat that contribution as a rollover or conversion. Once made, the election is irrevocable.
Appears in 1 contract
Samples: www.stratatrust.com