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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.
Standard Contracts
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.
