Common Contracts
1 similar Custodial Roth Individual Retirement Account Adoption Agreement contracts
CUSTODIAL ROTH INDIVIDUAL RETIREMENT ACCOUNT ADOPTION AGREEMENTCustodial Roth Individual Retirement Account Adoption Agreement • May 19th, 2008
SECT I O N ONE : CLI E N T IN F OR M ATION Name and Address SSN Date of Birth SECT I O N TWO : TYP E O F CONTR I BUT ION Select One: □□ Rollover within 60 days from another Roth IRA. (complete Rollover Certification)Transfer from another Roth IRA. □□ Direct rollover of Roth deferrals from a Roth 401(k)/403(b) (complete Rollover Certification)Conversion from Traditional, SEP, or SIMPLE IRA or Employer-Sponsored Plan. SECT I O N THR EE : BENEFICIARY DES IGNATION Relationship Definitions: S=Spouse N=Nonspouse E=Entity T=Trust (Mark one in the box provided.) At each Beneficiary designation, indicate if such Beneficiary dies before you, how their portion should be paid: Per Capita – To the remaining primary Beneficiaries named on this form proportionately (or if there are no primary Beneficiaries, to the contingent Beneficiaries listed).Per Stirpes – Equally to such Beneficiary’s descendents, who survive you, by right of representation. Please note, if no selection is made the Per Capita de
