Common use of SIMPLE Individual Retirement Custodial Account Clause in Contracts

SIMPLE Individual Retirement Custodial Account. (Under section 408(p) of the Internal Revenue Code) The participant named above is establishing a savings incentive match plan for employees of small employers individual retirement account (SIMPLE IRA) under sections 408(a) and 408(p) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named above has given the participant the disclosure statement required by Regulations section 1.408-6. The participant and the custodian make the following agreement:

Appears in 98 contracts

Samples: Custodial Account Agreement, Custodial Account Agreement, Custodial Account Agreement

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SIMPLE Individual Retirement Custodial Account. (Under section 408(p) of the Internal Revenue Code) The participant named above is establishing a savings incentive match plan for employees of small employers individual retirement account (SIMPLE IRAXXX) under sections 408(a) and 408(p) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian named above has given the participant the disclosure statement required by Regulations section 1.408-6. The participant and the custodian make the following agreement:

Appears in 87 contracts

Samples: Custodial Account Agreement, Custodial Account Agreement, Custodial Account Agreement

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