TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • August 22nd, 2023
Jurisdiction FiledAugust 22nd, 2023This 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.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • August 22nd, 2023
Jurisdiction FiledAugust 22nd, 2023This 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.
Roth Individual Retirement Account Custodial Agreement & Disclosure StatementMissouri • April 13th, 2022
Jurisdiction FiledApril 13th, 2022This 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 StatementMissouri • April 13th, 2022
Jurisdiction FiledApril 13th, 2022This 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.
providing for investment in McDonald’s Corporation common stock via McDonald’s Corporation, a feature of the Computershare CIP, a direct stock purchase and dividend reinvestment plan.Missouri • December 22nd, 2020
Jurisdiction FiledDecember 22nd, 2020Within this Traditional and Roth Individual Retirement Account Custodial Agreement and Disclosure Statement, all references made to the “Company” shall refer to McDonald’s Corporation and all references made to the “Program” shall mean McDonald’s Corporation
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • December 30th, 2019
Jurisdiction FiledDecember 30th, 2019This 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 STATEMENTMissouri • November 14th, 2019
Jurisdiction FiledNovember 14th, 2019This 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.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • November 14th, 2019
Jurisdiction FiledNovember 14th, 2019This 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 STATEMENTMissouri • September 24th, 2019
Jurisdiction FiledSeptember 24th, 2019This 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 STATEMENTMissouri • September 13th, 2019
Jurisdiction FiledSeptember 13th, 2019This 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 STATEMENTMissouri • August 23rd, 2019
Jurisdiction FiledAugust 23rd, 2019This 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.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • August 23rd, 2019
Jurisdiction FiledAugust 23rd, 2019This 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 STATEMENTMissouri • August 23rd, 2019
Jurisdiction FiledAugust 23rd, 2019This 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.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • August 23rd, 2019
Jurisdiction FiledAugust 23rd, 2019This 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.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • August 23rd, 2019
Jurisdiction FiledAugust 23rd, 2019This 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 STATEMENTMissouri • December 5th, 2017
Jurisdiction FiledDecember 5th, 2017This 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 STATEMENTMissouri • July 13th, 2017
Jurisdiction FiledJuly 13th, 2017This 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 STATEMENTMissouri • July 13th, 2017
Jurisdiction FiledJuly 13th, 2017This 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.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • July 13th, 2017
Jurisdiction FiledJuly 13th, 2017This 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.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • July 13th, 2017
Jurisdiction FiledJuly 13th, 2017This 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.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • July 13th, 2017
Jurisdiction FiledJuly 13th, 2017This 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.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • July 13th, 2017
Jurisdiction FiledJuly 13th, 2017This 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 STATEMENTMissouri • July 13th, 2017
Jurisdiction FiledJuly 13th, 2017This 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 STATEMENTMissouri • July 13th, 2017
Jurisdiction FiledJuly 13th, 2017This 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 STATEMENTMissouri • July 12th, 2017
Jurisdiction FiledJuly 12th, 2017This 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 STATEMENTMissouri • April 27th, 2017
Jurisdiction FiledApril 27th, 2017This 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.
Within this Traditional and Roth Individual Retirement Account Custodial Agreement and Disclosure Statement, all references madeMissouri • March 27th, 2017
Jurisdiction FiledMarch 27th, 2017The Enrollment Form (“Application”), when combined with the Traditional and Roth IRA Custodial Agreement, the IRA Disclosure Statement and the IRA Transfer From, if needed, constitute the forms necessary to establish an IRA. When completed, send the Enrollment Form and the IRA Transfer Form, if needed, to the above address.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • March 3rd, 2016
Jurisdiction FiledMarch 3rd, 2016This 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.
Within this Traditional and Roth Individual Retirement Account Custodial Agreement and Disclosure Statement, all references made to the “Company” shall refer to AT&T and all references made to the “Program” shall mean Computershare IRA ProgramMissouri • June 10th, 2015
Jurisdiction FiledJune 10th, 2015Welcome to Computershare Trust Company’s IRA, which provides for investment in AT&T common stock via Computershare IRA Program (IRA Program). Computershare Trust Company, N.A. is Custodian of this IRA.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • May 13th, 2015
Jurisdiction FiledMay 13th, 2015This 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 STATEMENTMissouri • May 1st, 2015
Jurisdiction FiledMay 1st, 2015This 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.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • April 17th, 2015
Jurisdiction FiledApril 17th, 2015This 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.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • December 10th, 2014
Jurisdiction FiledDecember 10th, 2014This 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 STATEMENTMissouri • December 10th, 2014
Jurisdiction FiledDecember 10th, 2014This 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.
Within this Traditional and Roth Individual Retirement Account Custodial Agreement and Disclosure Statement, all references madeMissouri • June 25th, 2014
Jurisdiction FiledJune 25th, 2014The Enrollment Form (“Application”), when combined with the Traditional and Roth IRA Custodial Agreement, the IRA Disclosure Statement and the IRA Transfer From, if needed, constitute the forms necessary to establish an IRA. When completed, send the Enrollment Form and the IRA Transfer Form, if needed, to the above address.