Common use of Written Election Clause in Contracts

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

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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

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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

Samples: Individual Retirement Trust Account Agreement

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

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