Common Contracts
4 similar Custodial Account Agreement contracts
Custodial Account AgreementCustodial Account Agreement • September 24th, 2020 • South Dakota
The Participant hereby requests that the Program Sponsor establish a separate recordkeeping and Custodial Account (the “Account”) on behalf of the Participant. The Program Sponsor has agreed to establish a Custodial Account on behalf of the Participant with AdvisorTrust, Inc. and/or its agents (“Custodian”). AdvisorTrust, Inc. is a trust company under the laws of the state of South Dakota. The Program Sponsor and Custodian agree to furnish system and account services to the Participant on the terms and conditions set forth below. The Custodian has no investment discretion and provides no investment advice with respect to the recordkeeping account or the Custodial Account. The Participant who directs Contributions pursuant to a Salary Reduction Agreement with an eligible Employer, who has Employer Contributions contributed on his behalf or who makes a Rollover, Plan to Plan Transfer or Exchange Contribution from another eligible retirement program does thereby agree by signing the Parti
Custodial Account AgreementCustodial Account Agreement • August 12th, 2020 • South Dakota
The Participant hereby requests that the Program Sponsor establish a separate recordkeeping and Custodial Account (the “Account”) on behalf of the Participant. The Program Sponsor has agreed to establish a Custodial Account on behalf of the Participant with AdvisorTrust, Inc. and/or its agents (“Custodian”). AdvisorTrust, Inc. is a trust company under the laws of the state of South Dakota. The Program Sponsor and Custodian agree to furnish system and account services to the Participant on the terms and conditions set forth below. The Custodian has no investment discretion and provides no investment advice with respect to the recordkeeping account or the Custodial Account. The Participant who directs Contributions pursuant to a Salary Reduction Agreement with an eligible Employer, who has Employer Contributions contributed on his behalf or who makes a Rollover, Plan to Plan Transfer or Exchange Contribution from another eligible retirement program does thereby agree by signing the Parti
Custodial Account AgreementCustodial Account Agreement • August 26th, 2015 • Colorado
The Participant hereby requests that the Program Sponsor establish a separate recordkeeping and Custodial Account (the “Account”) on behalf of the Participant. The Program Sponsor has agreed to establish a Custodial Account on behalf of the Participant with MG Trust Company, LLC, (“Custodian”), a trust company under the laws of the State of Colorado. The Program Sponsor and Custodian agree to furnish system and account services to the Participant on the terms and conditions set forth below. The Custodian has no investment discretion and provides no investment advice with respect to the recordkeeping account or the Custodial Account. The Participant who directs Contributions pursuant to a Salary Reduction Agreement with an eligible Employer, who has Employer Contributions contributed on his behalf or who makes a Rollover, Plan to Plan Transfer or Exchange Contribution from another eligible retirement program does thereby agree by signing the Participant Enrollment Form to the terms and
Custodial Account AgreementCustodial Account Agreement • August 20th, 2015 • Colorado
The Participant hereby requests that the Program Sponsor establish a separate recordkeeping and Custodial Account (the “Account”) on behalf of the Participant. The Program Sponsor has agreed to establish a Custodial Account on behalf of the Participant with MG Trust Company, LLC, (“Custodian”), a trust company under the laws of the State of Colorado. The Program Sponsor and Custodian agree to furnish system and account services to the Participant on the terms and conditions set forth below. The Custodian has no investment discretion and provides no investment advice with respect to the recordkeeping account or the Custodial Account. The Participant who directs Contributions pursuant to a Salary Reduction Agreement with an eligible Employer, who has Employer Contributions contributed on his behalf or who makes a Rollover, Plan to Plan Transfer or Exchange Contribution from another eligible retirement program does thereby agree by signing the Participant Enrollment Form to the terms and
