Common Contracts
2 similar Custodial Agreement contracts
CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTCustodial Agreement • June 17th, 2023 • South Dakota
This Custodial Account Agreement is a required agreement intended to meet the Internal Revenue Service (IRS) requirements for opening an IRA account. The IRS created Form 5305-A as a model custodial account agreement that meets the requirements of IRS Code section 408(a) related to Individual Retirement Accounts. However, only Articles I through VII incorporated below have been reviewed by the IRS. Article VIII was prepared by BitGo Trust Company, Inc. (Custodian) for the agreement with the Depositor hereafter known as the “Account Owner”, “client” “you” or “your.” A traditional individual retirement account (traditional IRA) is established after the IRA Account Application has been fully executed by both the Account Owner (depositor) and the Custodian. The Custodian’s action of the opening of the account signifies its execution of the Agreement. The Traditional IRA Account Application (Application) includes the following Account Agreement provisions along with the IRA Account Applicat
CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTCustodial Agreement • June 1st, 2022 • South Dakota
This Custodial Account Agreement is a required agreement intended to meet the Internal Revenue Service (IRS) requirements for opening an IRA account. The IRS created Form 5305-A as a model custodial account agreement that meets the requirements of IRS Code section 408(a) related to Individual Retirement Accounts. However, only Articles I through VII incorporated below have been reviewed by the IRS. Article VIII was prepared by BitGo Trust Company, Inc. (Custodian) for the agreement with the Depositor hereafter known as the “Account Owner”, “client” “you” or “your.” A traditional individual retirement account (traditional IRA) is established after the IRA Account Application has been fully executed by both the Account Owner (depositor) and the Custodian. The Custodian’s action of the opening of the account signifies its execution of the Agreement. The Traditional IRA Account Application (Application) includes the following Account Agreement provisions along with the IRA Account Applicat
