Sentences with phrase «account ownership transfers»

Account ownership transfers to the minor upon reaching the age of majority, usually between ages 18 - 21, or the ownership age specified when the trust was set - up.

Not exact matches

To transfer ownership, the company creates an ESOP — a kind of trust account — and takes out a loan from its bank for $ 4 million, 40 % of the firm's value.
A statement saying that the «customer can not transfer or assign the account relationship without your written consent» protects your ability to be paid even if your customer's ownership or corporate structure changes.
You can snag this bonus by making a monthly automatic transfer of at least $ 10 from your Regions checking account to your LifeGreen Savings account for the first 12 months of account ownership.
When selling, trading in your vehicle or transferring ownership of your vehicle privately, you must remove your vehicle from your InControl account.
In case you want to transfer ownership of your Kindle, you have to deregister your Kindle accounts.
Upon death, your HSA account ownership may transfer to your spouse on a tax - free basis, and the account will still be subject to all HSA guidelines and requirements, simply with your spouse as the new owner.
For some reason, this logic does not transfer to the domain of public stock ownership, possibly because this aspect of asset ownership is not taken into account.
You'll also receive 0 % APR for the first six months on any Diamond Vacation Ownership down payment, plus interest - free financing for 15 months on balance transfers made within 45 of opening the account.
Unlike a custodial account that eventually transfers ownership to the child, with a 529 savings plan, the account owner (not the child) calls the shots on how and when to spend the money.
With a UTMA account, ownership of the account is automatically transferred to your child at age 18 or 21, depending on your state.
In the US, settlement takes 3 working days to process, and technically ownership does not transfer until the 3rd day after the trade is made, though things like margin accounts will allow you to effectively act as if you own the shares immediately after a buy / sell order is filled.
With the Minnesota College Savings Plan, you may transfer account ownership at any time.
Also, this means that when one of the account owners dies, sole ownership will be transferred to the remaining account owner without having to go through probate.
If you die, ownership of the tax - free savings account will be transferred to the survivor.
You also need to watch out for companies transferring the ownership of a delinquent account over to collections agencies.
We may make settlements or compromises on the Security Deposit Account, transfer the Security Deposit Account to our name, or exercise ownership rights on the Security Deposit Account.
These also include rights of survivorship: when one account owner passes away, sole ownership is transferred to the remaining account owner — without going through probate.
I asked for validation to include promissory notes, chain of account ownership and balance with each transfer, statements to show interest charged and payments applied and they sent only the promissory notes.
Account Update Form (update address, personal information, insider status and etc.) Bank Account Update Form Beneficial Ownership Determination Form (for trusts and non-personal accounts) Book Cost Update Form Charitable Donation Guarantee of Account Hypothecated Account — Direction to Transfer Incumbency Certificate Options Agreement (non-registered accounts) Options Agreement (registered accounts) Pre-Authorized Contribution / Systematic Investment Plan Privacy Consent Shareholder Communication Response Form Share Certificate Deposit — North American Securities Share Certificate Deposit — UK Securities Securities Transfer Form (transfer between HSBC InvestDirect aTransfer Incumbency Certificate Options Agreement (non-registered accounts) Options Agreement (registered accounts) Pre-Authorized Contribution / Systematic Investment Plan Privacy Consent Shareholder Communication Response Form Share Certificate Deposit — North American Securities Share Certificate Deposit — UK Securities Securities Transfer Form (transfer between HSBC InvestDirect aTransfer Form (transfer between HSBC InvestDirect atransfer between HSBC InvestDirect accounts)
An internal transfer automatically changes the ownership of the security from one account holder to another.
Accepts requests to transfer account ownership provided the appropriate form and any additional requested documentation is submitted to the Plan.
Saving for College: Know the rules for transferring ownership of 529 accounts, beneficiaries and investment choices to avoid tax penalties.
The security interest, pledge and assignment in your Collateral Account given to us by you includes and gives the Bank the right to make settlements or compromises on the Collateral Account; transfer the Collateral Account to the Bank's own name; or exercise ownership rights on the Collateral Account.
You may also transfer the ownership of your account to another individual or entity that is eligible to be an account owner.
You'll also receive 0 % APR for the first six months on any Diamond Vacation Ownership down payment, plus interest - free financing for 15 months on balance transfers made within 45 of opening the account.
In the event that a change in legal structure (e.g., Sole Proprietor to incorporated) or changes in ownership of a business occurs, transfer of points to the Scotiabank credit card replacement account that earns points will be allowed.
So things need to change, that's apparent, but although it would be a good PR win for a company like Valve to just come out and say, «hey, we're going to let you transfer ownership of your accounts upon death, no worries», it's not quite that straightforward.
In every case, each completed COA and MCOD will be stored and permanently archived online in the Fine Art Registry database and in the user's account for future access and reference and which can be easily be modified and printed by the user until an ownership transfer of the FAR ID tag is affected by the buyer, at which time the registration record is frozen.
You can start a 529 plan anytime before your child turns eighteen and unlike a custodial account that eventually transfers ownership to the child, the account owner (not the child) calls the shots on how and when to spend the money in a 529 plan.
Your Limited Partnership Agreement can include details like: the name, address, and purpose of forming the partnership; whether limited partners have any voting rights regarding the day - to - day business decisions; how decisions will be made (by unanimous vote, majority vote, or majority vote based on percent ownership); the names, percent ownership, and capital contributions of the partners; defined management roles for individual partners; accounting and auditing information; how to transfer or buy out shares; how to dissolve the partnership; and more.
Google reminds: «It's a good idea to create a Google Places account using an email address that you don't mind sharing with others or passing along, in case you wish to transfer ownership of your listings.»
At any time, for any reason, you can request that the ownership of your domain name be transferred to an account under your name.
The transaction was carried out by transferring ownership rights to HQLAX DCR linked accounts with «baskets of securities», instead of the conventional way of transferring individual securities themselves.
a b c d e f g h i j k l m n o p q r s t u v w x y z