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

XXXX INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT. Form 5305-RA under section 408A of the Internal Revenue Code. FORM (Rev. April 2017) The depositor named on the application is establishing a Xxxx individual retirement account (Xxxx XXX) under section 408A 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 3 contracts

Samples: Ira Plan Agreement & Disclosure, Traditional and Roth Ira Plan Agreement & Disclosure, Traditional and Roth Ira Plan Agreement & Disclosure

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XXXX INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT. Form 5305-RA 5305‐RA under section 408A of the Internal Revenue Code. FORM (Rev. April 2017) The depositor named on the application is establishing a Xxxx individual retirement account (Xxxx XXX) under section 408A 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 1.408-61.408‐6. 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: Roth Ira Application, Individual Retirement Custodial Account Adoption Agreement

XXXX INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT. Form 5305-RA under section 408A of the Internal Revenue Code. FORM (Rev. April 2017) The depositor named on the application is establishing a Xxxx individual retirement account (Xxxx XXX) under section 408A 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: Traditional and Roth Ira Plan Agreement & Disclosure, Ira Plan Agreement & Disclosure

XXXX INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT. Form 5305-RA under section Section 408A of the Internal Revenue Code. FORM (Rev. April 2017) Code Form(Rev.October 2009_ The depositor Depositor named on the application Application is establishing a Xxxx individual retirement account (Xxxx XXX) Individual Retirement Account under section 408A to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian Custodian named on the application 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 applicationApplication. The depositor Depositor and the custodian Custodian make the following agreement:

Appears in 1 contract

Samples: Roth Ira Account Agreement

XXXX INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT. Form 5305-RA under section 408A 408(a) of the Internal Revenue Code. FORM (Rev. April 2017) The depositor Depositor named on the application Application is establishing a Xxxx individual retirement account Individual Retirement Account (Xxxx XXX) under section 408A to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian Custodian named on the application 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 applicationApplication. The depositor Depositor and the custodian Custodian make the following agreement:

Appears in 1 contract

Samples: Roth Ira Client Agreement

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XXXX INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT. Form 5305-RA under section 408A of the Internal Revenue Code. FORM (Rev. April 2017) The depositor named on the application is establishing a Xxxx individual retirement account (Xxxx XXX) under section 408A 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 1 contract

Samples: Individual Retirement Account Custodial Agreement

XXXX INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT. Form 5305-RA under section 408A of the Internal Revenue Code. FORM (Rev. April 2017March 2002) The depositor named on the application is establishing a Xxxx individual retirement account (Xxxx XXX) under section 408A 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 1 contract

Samples: Traditional and Roth Ira Plan Agreement & Disclosure

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