INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT. Form 5305-A under section 408(a) of the Internal Revenue Code. FORM (Rev. April 2017) The depositor named on the application 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 custodian named on the application has given the depositor the disclosure statement required by Regulations section 1.408-6. The depositor has assigned the custodial account the sum indicated on the application. The depositor and the custodian make the following agreement:
Appears in 2 contracts
Samples: Ira Plan Agreement & Disclosure, Individual Retirement Custodial Account Adoption Agreement
INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT. Form 5305-A under section 408(a) of the Internal Revenue Code. FORM (Rev. April 2017March 2002) The depositor Depositor named on the application 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 custodian named on the application has given the depositor Depositor the disclosure statement required by Regulations section 1.408-6. The depositor Depositor has assigned the custodial account the sum indicated on the application. The depositor Depositor and the custodian make the following agreement:
Appears in 1 contract
Samples: Traditional Ira, Rollover, or Sep Account Agreement
INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT. Form 5305-A under section 408(a) of the Internal Revenue Code. FORM (Rev. April 2017) The depositor Depositor named on the application 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 custodian named on the application has given the depositor Depositor the disclosure statement required by Regulations section 1.408-6. The depositor Depositor has assigned the custodial account the sum indicated on the application. The depositor Depositor and the custodian make the following agreement:
Appears in 1 contract
Samples: Round Ira Client Agreements
