Common Contracts

Traditional and Roth IRA Custodial Account Agreements and Disclosure Statements

Traditional Individual Retirement Custodial Agreement • March 13th, 2020 • South Dakota

• Contract Type
  Traditional Individual Retirement Custodial Agreement
• Filed
  March 13th, 2020
• Jurisdiction
  South Dakota

This Traditional Individual Retirement Custodial Agreement (the “Agreement”) is made between Equity Trust Company (“Custodian”) and each individual (hereinafter called the “Depositor”, “Account Holder” or “IRA Owner”) who executes an Application for the purpose of establishing a Traditional IRA Custodial Account under Section 408(a) of the Internal Revenue Code of 1986, as amended. Articles I through VII are the required provisions found in Form 5305-A and, as permitted, Custodian has added Articles VIII through XIX.