These Terms and Conditions (“Agreement”) govern the rollover of a balance into your retirement plan (“Plan”) from another eligible source. By initiating a rollover, you (“Participant”) agree to be bound by the following terms and conditions:
By proceeding with the rollover, the Participant acknowledges that they have read, understood, and agreed to be bound by these Terms and Conditions. The Participant further acknowledges that they have had the opportunity to seek independent legal, financial, or tax advice regarding the rollover.
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© 2024 Ubiquity Retirement + Savings
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Talk to Sales
Schedule a Free Consultation
Contact Support
Visit our Help Center
support@myubiquity.com
Monday–Friday
6am–5pm PT / 9am–8pm ET
© 2024 Ubiquity Retirement + Savings
44 Montgomery Street, Suite 300
San Francisco, CA 94104