Custodial Agreement Disclosure StatementCustodial Agreement • June 13th, 2024
Contract Type FiledJune 13th, 2024The Depositor named on the Traditional/SEP IRA Application is establishing a Traditional individual retirement account under section 408(a) to provide for his or her retirement and for the support of his or her beneficiaries after death. The Custodian named on the Traditional/SEP IRA Application has given the Depositor the disclosure statement required by Regulations section 1.408-6. The Depositor has assigned the Custodial IRA the amount indicated on the Traditional/SEP IRA Application. The Depositor and the Custodian make the following Agreement: