Common Contracts
1 similar Ira Account Application and Adoption Agreement contracts
IRA Account Application and Adoption AgreementIra Account Application and Adoption Agreement • September 21st, 2018
In compliance with the USA PATRIOT Act, we are required to obtain the following information for all registered owners and all authorized individuals: Full Name, Date of Birth, Social Security Number and Permanent Street Address. This information will be used to verify your true identity. We will return your application if any of this information is missing, and we may request additional information for you for verification purposes. In the rare event that we are unable to verify your identity, the Fund reserves the right to redeem your account as an age-appropriate distribution at the current day’s net asset value.
