Common use of INHERITED INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT Clause in Contracts

INHERITED INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT. Form 5305-A under Section 408(a) of the Internal Revenue Code FORM (Rev. April 2017) The depositor named 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 has given the depositor the disclosure statement required by Regulations Section 1.408-6. The depositor has assigned the custodial account the sum indi- cated on the application. The depositor and the custodian make the following agreement:

Appears in 2 contracts

Samples: Stifel Account, Stifel Account

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INHERITED INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT. Form 5305-A under Section 408(a) of the Internal Revenue Code FORM (Rev. April 2017) The depositor named is establishing a Traditional individual retirement retire- ment account under Section 408(a) to provide for his or her retirement retire- ment and for the support of his or her beneficiaries after death. The custodian named has given the depositor the disclosure statement state- ment required by Regulations Section 1.408-6. The depositor has assigned the custodial account the sum indi- cated on the application. The depositor and the custodian make the following agreement:

Appears in 2 contracts

Samples: Stifel Account, Stifel Account

INHERITED INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT. Form 5305-A under Section 408(a) of the Internal Revenue Code FORM (Rev. April 2017REV. MARCH 2002) 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 indi- cated indicated on the application. The depositor and the custodian make the following agreement:

Appears in 1 contract

Samples: www.stifel.com

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INHERITED INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT. Form 5305-A under Section 408(a) of the Internal Revenue Code FORM (Rev. April 2017REV. MARCH 2002) The depositor named 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 has given the depositor the disclosure statement required by Regulations Section 1.408-6. The depositor has assigned the custodial account the sum indi- cated on the application. The depositor and the custodian make the following agreement:

Appears in 1 contract

Samples: Stifel Account

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