Common Contracts
1 similar Roth Individual Retirement Account Trust Agreement contracts
Edward Jones Trust Company Roth Individual Retirement Account Trust AgreementRoth Individual Retirement Account Trust Agreement • June 12th, 2024 • Missouri
This Trust Agreement is incorporated into and is part of the Individual Retirement Account Authorization Form (collectively “Agreement”) signed by me (collectively “the Grantor,” “the Client,” “me,” “my,” “I,” “you” or “your”) and constitutes a binding contract between Edward Jones Trust Company (collectively, “EJTC,” “Trustee,” “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) 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.
