Common Contracts

1 similar Traditional Individual Retirement Custodial Account Agreement contracts

Form 5305-A Traditional Individual Retirement Custodial Account Agreement
Traditional Individual Retirement Custodial Account Agreement • September 27th, 2012

The individual whose name appears on the accompanying IRA Account Application (hereinafter called "Depositor") is establishing a Traditional Individual Retirement Account (a “Custodial Account”) with the custodian listed in Section 8 of the IRA Account Application or its successor (herein referenced to as “Custodian”). This traditional Individual Retirement Plan is established for the exclusive benefit of the individual (or his or her beneficiaries) within the meaning of §408(a) of the Internal Revenue Code and the related Treasury regulations. Custodian has delegated certain Custodial Account recordkeeping and administrative functions (“Administrative Services”) to The Entrust Group, Inc., a Delaware corporation (the “Administrator”). Custodian and the Depositor hereby make the following agreement:

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