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) Do not File Form 5305-SA (April 2017) Department of the Treasury Internal Revenue Service With the Internal Check if transfer SIMPLE IRA l The participant and the custodian make the following agreement: Revenue Service Check if amendment l

Appears in 10 contracts

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

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SIMPLE Individual Retirement Custodial Account. (Under section 408(p) of the Internal Revenue Code) Do not File Form 5305-SA (April 2017) Department of the Treasury Internal Revenue Service With the Internal Check if transfer SIMPLE IRA l The participant and the custodian make the following agreement: With the Internal Revenue Service Check if amendment lService

Appears in 4 contracts

Samples: Customer Agreement, Customer Agreement, Customer Agreement

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SIMPLE Individual Retirement Custodial Account. (Under section 408(p) of the Internal Revenue Code) Do not File Form 5305-SA (April 2017) Department of the Treasury Internal Revenue Service With the Internal Check if transfer SIMPLE IRA l The participant and the custodian make the following agreement: Revenue Service Check if amendment l:

Appears in 2 contracts

Samples: Customer Agreement, Customer Agreement

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