Common Contracts
2 similar Roth Individual Retirement Account Custodial Agreement contracts
Roth Individual Retirement Account Custodial AgreementRoth Individual Retirement Account Custodial Agreement • September 13th, 2021 • Missouri
This Custodial Agreement is incorporated into and is part of the Individual Retirement Account Authorization Form (collectively “Agreement”) signed by me (collectively the “Depositor,” “Client,” “me,” “my,” “I,” “you” or “your”), and constitutes a binding contract between Edward D. Jones & Co., L.P. (collectively, “Edward Jones,” “Custodian,” “we” or “our”), and me. I represent that I have read and understand the Agreement and agree to be bound by its terms, as well as the separate disclosures and notices referenced in and/or provided with this Agreement. I am establishing a Roth Individual Retirement Account (“Roth IRA” or “Account”) under Section 408A of the Internal Revenue Code of 1986, as amended (“the Code”), to provide for my retirement and for the support of my beneficiaries after death. Edward Jones has given me the disclosure statement required by Federal Income Tax Regulations (“Regulations”) Section 1.408-6. Depositor and Custodian make the following Agreement:
Roth Individual Retirement Account Custodial AgreementRoth Individual Retirement Account Custodial Agreement • September 13th, 2021 • Missouri
This Custodial Agreement is incorporated into and is part of the Individual Retirement Account Authorization Form (collectively “Agreement”) signed by me (collectively the “Depositor,” “Client,” “me,” “my,” “I,” “you” or “your”), and constitutes a binding contract between Edward D. Jones & Co., L.P. (collectively, “Edward Jones,” “Custodian,” “we” or “our”), and me. I represent that I have read and understand the Agreement and agree to be bound by its terms, as well as the separate disclosures and notices referenced in and/or provided with this Agreement. I am establishing a Roth Individual Retirement Account (“Roth IRA” or “Account”) under Section 408A of the Internal Revenue Code of 1986, as amended (“the Code”), to provide for my retirement and for the support of my beneficiaries after death. Edward Jones has given me the disclosure statement required by Federal Income Tax Regulations (“Regulations”) Section 1.408-6. Depositor and Custodian make the following Agreement:
