Form 5305 (Rev Sample Clauses

Form 5305 (Rev. April 2017) Baird Traditional XXX Account Agreement Established Under Section 408(a) of the Code The following applies to establishing and the administration of a Traditional XXX. The grantor is establishing a Traditional individual retirement account under section 408(a) to provide for his or her retirement and for the support of his or her beneficiaries after death. The trustee named on the application has given the grantor the disclosure statement required by Regulations section 1.408-6.
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Form 5305 (Rev. April 2017) Xxxxx Traditional IRA Account Agreement Established Under Section 408(a) of the Code‌‌ The following applies to establishing and the administration of a Traditional IRA. The grantor is establishing a Traditional individual retirement account under section 408(a) to provide for his or her retirement and for the support of his or her beneficiaries after death. The trustee named on the application has given the grantor the disclosure statement required by Regulations section 1.408-6. The grantor and the trustee make the following agreement.
Sample 1

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