Common Contracts

Introduction and Establishment of Custodial Account

403(b)(7) Individual Custodial Account Agreement • February 20th, 2009 • Maryland

• Contract Type
  403(b)(7) Individual Custodial Account Agreement
• Filed
  February 20th, 2009
• Jurisdiction
  Maryland

By signing the Application, the Participant has indicated the intent to establish a Custodial Account (as defined below) with the Custodian pursuant to Internal Revenue Code section 403(b)(7). The Account will become effective upon receipt in good order and acceptance of the Application by the Custodian. The Application is a part of this Custodial Account Agreement and is incorporated by reference herein. This Agreement shall amend and restate any prior custodial agreement between the Participant and the Custodian with respect to the Employer Plan, as defined below.