Common Contracts
1 similar Individual Retirement Custodial Account Adoption Agreement contracts
Individual Retirement Custodial Account Adoption AgreementIndividual Retirement Custodial Account Adoption Agreement • September 9th, 2011
I, the person signing this Adoption Agreement (hereinafter called the "Depositor"), establish an Individual Retirement Account (IRA), which is either a Traditional IRA or a Roth IRA, as indicated below, (the "Account") with State Street Bank and Trust Company as Custodian (“ Custodian” ). A Traditional IRA operates under Internal Revenue Code Section 408(a). A Roth IRA operates under Internal Revenue Code Section 408A. I agree to the ter ms of my A ccount, which are contained in the applicable provisions of the document entitled “Universal Individual Retirement Account Disclosure Statement" and this Adoption Agreement. I certify the accuracy of the information in this Adoption Agreement. My Account will be effective upon acceptance by Custodian.
