Individual Retirement Account (Traditional, Rollover, Roth, or SEP) Application Booklet

(1) If the Designated Beneficiary is someone other than the Traditional IRA Holder’s surviving spouse, the entire interest will be distributed, starting by the end of the calendar

If the Designated Beneficiary is someone other than the Traditional IRA Holder’s surviving spouse, the entire interest will be distributed, starting by the end of the calendar

“Rollover Contribution” means a cash amount contributed by a Participant, a Beneficiary who is a Participant’s Surviving Spouse or Alternate Payee to a Rollover Account or,

You may roll over a payment from a designated Roth account to either a Roth IRA (a Roth individual retirement account or Roth individual retirement annuity) or a designated Roth

In consideration of the Trustee’s continued maintenance of the Trust Account and other good and valuable consideration, the sufficiency of which is hereby acknowledged, the

If the Depositor does not request distribution of the Custodial Account balance or notify the Administrator of the designation of a different successor trustee or custodian within

You  may  correct  a  conversion  made  in  error  by  recharacterizing  the  conversion.  A  conversion  is  recharacterized  by  transferring  the  conversion 

If the designated Beneficiary is someone other than the Account Holder’s surviving spouse, the entire interest will be distributed, starting by December 31 of the calendar