Common Contracts
23 similar Traditional Individual Retirement Account Custodial Agreement contracts
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • March 26th, 2024 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • August 22nd, 2023 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
Traditional Individual Retirement Account Custodial Agreement & Disclosure StatementTraditional Individual Retirement Account Custodial Agreement • April 13th, 2022 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • December 30th, 2019 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • November 14th, 2019 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
Traditional Individual Retirement Account Custodial Agreement & Disclosure StatementTraditional Individual Retirement Account Custodial Agreement • November 14th, 2019 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • September 24th, 2019 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • September 13th, 2019 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • August 23rd, 2019 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • August 23rd, 2019 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • December 5th, 2017 • Missouri
This notice serves as an amendment to the Traditional Individual Retirement Custodial Account plan agreement (Form 5305-A) that you received when you established your Traditional IRA. Keep this amendment with the materials we gave you when you opened your Traditional IRA. You do not need to sign or return anything to us. The changes discussed below are effective immediately.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • July 13th, 2017 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • July 13th, 2017 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • July 13th, 2017 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • July 12th, 2017 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • April 27th, 2017 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • March 3rd, 2016 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • May 13th, 2015 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • May 1st, 2015 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • December 10th, 2014 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • June 18th, 2014 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • June 14th, 2013 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual
