Written Election. At the time you make a rollover to an IRA, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 30 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement
Written Election. At the time you make a rollover to an a SIMPLE IRA, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 22 contracts
Samples: Custodial Account Adoption Agreement, Custodial Account Adoption Agreement, services.federatedhermes.com
Written Election. At the time you make a rollover to an inherited IRA, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 8 contracts
Samples: Individual Retirement Custodial Account Agreement, Individual Retirement Custodial Account Agreement, Adoption Agreement
Written Election. At the time you make a proper rollover to an IRA, you must designate in writing to the custodian us your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 4 contracts
Samples: Traditional Individual Retirement Custodial Agreement, www.navyfederal.org, www.navyfederal.org
Written Election. At the time you make a rollover to an IRA, you must designate in writing to the custodian your you election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 4 contracts
Samples: www.transamerica.com, selectedfunds.com, rxprod.clipperfund.com
Written Election. At the time you make a rollover to an IRA, you must designate in writing to the custodian trustee your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 3 contracts
Samples: Individual Retirement Trust Account Agreement, Individual Retirement Trust Account Agreement, Individual Retirement Trust Account Agreement
Written Election. At the time you make a rollover to an a SIM- PLE IRA, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 3 contracts
Samples: Stifel Account, Stifel Account, Stifel Account
Written Election. At the time you make a proper rollover to an IRA, you must designate in writing to the custodian us, your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 2 contracts
Samples: Custodial Agreement, www.atlwealth.com
Written Election. At the time you make a proper rollover to an a SIMPLE IRA, you must designate in writing to the custodian us, your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 2 contracts
Samples: Custodial Agreement, Adoption Agreement
Written Election. At the time you make a rollover to an a SEP IRA, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 1 contract
Samples: www.horizontrust.com
Written Election. At the time you make a rollover to an IRA, you must designate des- ignate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 1 contract
Samples: 4kmc.com
Written Election. At the time you make a rollover to an inherited IRA, you must designate in writing to the custodian trustee your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 1 contract
Written Election. At the time you make a rollover to an inherited Roth IRA, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 1 contract
Samples: www.stifel.com
Written Election. At the time you make a rollover to an inher- ited IRA, you must designate in writing to the custodian your election to treat that contribution as a rollover. Once made, the rollover election is irrevocable.
Appears in 1 contract
Samples: www.stifel.com