Common Contracts
2 similar Custodial Account Agreement contracts
Custodial Account Agreement: Traditional/SEP IRACustodial Account Agreement • June 25th, 2024 • California
Form 5305-A is a model custodial account agreement that meets the requirements of section 408(a). However, only Articles I through VII have been reviewed by the IRS. The Depositor whose name and signature appears in the accompanying Application is establishing an Individual Retirement Account (“IRA”) under Internal Revenue Code Section 408(a) to provide for his or her retirement and for the support of his or her beneficiaries after death.
Custodial Account Agreement: SIMPLE IRACustodial Account Agreement • June 16th, 2024 • California
The Participant named in the SIMPLE IRA Account Application is establishing a savings incentive match plan for employees of small employers individual retirement account (SIMPLE IRA) under Internal Revenue Code (IRC) Sections 408(a) and 408(p) to provide for his or her retirement and for the support of his or her beneficiaries after death.
