Common Contracts
1 similar Roth Individual Retirement Custodial Account Agreement contracts
Form 5305-RA Roth Individual Retirement Custodial Account AgreementRoth Individual Retirement Custodial Account Agreement • September 27th, 2012
The individual whose name appears on the accompanying IRA Account Application (hereinafter called "Depositor") is establishing a Roth Individual Retirement Account (a “Custodial Account”) with the custodian listed in Section 8 of the IRA Account Application or its successor (hereinafter referred to as "Custodian"). This Roth Individual Retirement Plan is established for the exclusive benefit of the individual (or his beneficiaries) within the meaning of §408(a) of the Internal Revenue Code and the related Treasury regulations. Custodian has delegated certain Custodial Account recordkeeping and administrative functions (“Administrative Services”) to The Entrust Group, Inc., a Delaware corporation (the “Administrator”). Custodian and the Depositor hereby make the following Agreement:
