Common Contracts
4 similar 403(b)(7) Custodial Account Agreement contracts
UMB Bank, n.a. 403(b)(7) Custodial Account Agreement403(b)(7) Custodial Account Agreement • September 19th, 2023
The purpose of this Agreement is to establish a custodial account authorized under Code Section 403(b)(7) and, where applicable, to satisfy the written plan requirements under Treasury Regulation 1.403(b)-3. The terms of this Agreement will control except to the extent they grant rights or features prohibited under other plan provisions adopted by the Employer.
Contract403(b)(7) Custodial Account Agreement • July 31st, 2020 • Texas
The purpose of this Agreement is to establish a custodial account authorized under Code Section 403(b)(7) and, where applicable, to satisfy the written plan requirements under Treasury Regulation 1.403(b)-3. The terms of this Agreement will control except to the extent they grant rights or features prohibited under other plan provisions adopted by the Employer.
Contract403(b)(7) Custodial Account Agreement • July 31st, 2020 • Texas
The purpose of this Agreement is to establish a custodial account authorized under Code Section 403(b)(7) and, where applicable, to satisfy the written plan requirements under Treasury Regulation 1.403(b)-3. The terms of this Agreement will control except to the extent they grant rights or features prohibited under other plan provisions adopted by the Employer.
Tax-Sheltered Retirement Account403(b)(7) Custodial Account Agreement • October 25th, 2011
The purpose of this Agreement is to establish a custodial account authorized under Code Section 403(b)(7) and, where applicable, to satisfy the written plan requirements under Treasury Regulation 1.403(b)-3. The terms of this Agreement will control except to the extent they grant rights or features prohibited under other plan provisions adopted by the Employer.
