Common Contracts
1 similar Individual Custodial Account Agreement contracts
Individual Custodial Account AgreementIndividual Custodial Account Agreement • November 6th, 2008
This Fidelity Advisor Section 403(b)(7) Individual Custodial Account Agreement (the “Agreement”) is intended for use by certain employers and eligible persons who wish to establish custodial accounts pursuant to an arrangement under Code Section 403(b)(7). Certain Employers, as defined in Article 1 below, may make contributions to such accounts in accordance with Code Section 403(b)(7) and allow Eligible Employees to direct that such contributions are to be invested in shares of eligible Funds, upon the terms and conditions set forth in this Agreement and in accordance with the Code. This Agreement has been amended and restated in its entirety in accordance with Article 17 and is generally effective with respect to both existing Accounts and new Accounts as of October 1, 2008, except as otherwise provided herein.
