Your Xxxx XXX Documents. This Internal Revenue Service (IRS) Forms 5305 series agreement for Xxxx IRAs, and any amendments or additional provisions to such agreement (the "Agreement") set forth the terms and conditions governing your Xxxx individual retirement account (XXX) and your or, after your death, your beneficiary's relationship with us. This agreement is accompanied by a disclosure statement, which sets forth various Xxxx XXX rules in simpler language, a financial disclosure, and may also be accompanied by other documents such as an application or beneficiary designation.
Appears in 3 contracts
Samples: Customer Agreement, Customer Agreement, Customer Agreement
Your Xxxx XXX Documents. This Internal Revenue Service (IRS) Forms 5305 series agreement for Xxxx IRAs, and any amendments or additional provisions to such agreement (the "Agreement") set forth the terms and conditions governing your Xxxx individual retirement account (XXXIRA) and your or, after your death, your beneficiary's relationship with us. This agreement is accompanied by a disclosure statement, which sets forth various Xxxx XXX rules in simpler language, a financial disclosure, and may also be accompanied by other documents such as an application or beneficiary designation.
Appears in 1 contract
Samples: Customer Agreement