Common Contracts

Form 5305-R(Rev. April 2017)Department of the Treasury Internal Revenue Service Automatic Rollover RothIndividual Retirement Trust Account Agreement(Under Section 408(a) of the Internal Revenue Code) Do not filewith the Internal Revenue Service

Automatic Rollover Roth Individual Retirement Trust Account Agreement • April 17th, 2013 • Delaware

• Contract Type
  Automatic Rollover Roth Individual Retirement Trust Account Agreement
• Filed
  April 17th, 2013
• Jurisdiction
  Delaware

This Automatic Rollover Roth Individual Retirement Trust Account Agreement (hereinafter called the “Agreement”) is made between The Bancorp Bank, a Delaware state-chartered bank (hereinafter referenced as “Bancorp” or the “Trustee”), and governs the “safe harbor” Roth Individual Retirement Trust Account (hereinafter referenced as the “Trust Account” or the “Account”) established for the individual (hereinafter referenced as the “Grantor,” “you,” or “your”) by the plan sponsor or administrator of the eligible retirement plan in which you had participated (the “Distributing Plan”).