Your IRA Documents. This Internal Revenue Service (IRS) Forms complete, and that your actions comply with this agreement and 5305 series agreement for traditional IRAs, amendments, applicable laws governing retirement plans. You understand that we application, beneficiary designation, disclosure statement, and other will rely on the information provided by you, and that we have no documentation, if any, set forth the terms and conditions governing duty to inquire about or investigate such information. We are not your individual retirement account (IRA) and your or, after your responsible for any losses or expenses that may result from your death, your beneficiary's relationship with us. Articles I through VII information, direction, or actions, including your failure to act. You of the IRS 5305 agreement have been reviewed and approved by the agree to hold us harmless, to indemnify, and to defend us against IRS. The disclosure statement sets forth various IRA rules in any and all actions or claims arising from, and liabilities and losses simpler language. Unless it would be inconsistent to do so, words incurred by reason of your information, direction, or actions. and phrases used in this document should be construed so the Additionally, you represent that it is your responsibility to seek the singular includes the plural and the plural includes the singular. guidance of a tax or legal professional for your IRA issues.
Appears in 4 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
