Common use of Custodial Clause in Contracts

Custodial. (includes self-direction) ADDITIONAL INFORMATION Purpose. This Organizer contains the forms necessary to establish a Additional Documents. Applicable law or policies of the SIMPLE IRA SIMPLE individual retirement account (SIMPLE IRA) for a SIMPLE custodian may require additional documentation such as IRS Form W-9, participant. Request for Taxpayer Identification Number and Certification. How to use this SIMPLE IRA Organizer. The individual establishing this SIMPLE IRA must complete the Application page. The SIMPLE IRA owner must sign the document. An original signed copy of the Application should be kept by the custodian for its records. The SIMPLE IRA owner should receive a copy of the Application and keep the remaining contents of the SIMPLE IRA Organizer. Community or marital property state laws may require spousal consent for nonspouse beneficiary designations.