Common Contracts
1 similar Holder Agreement contracts
CBW BankHolder Agreement • April 30th, 2021 • Kansas
This document constitutes the agreement (“Agreement”) between you and CBW Bank (“CBW,” “us,” “we,” “our,”) outlining the terms and conditions under which an account (“Account” or “Special Purpose Account”) will be opened in your name to facilitate your participation in the college savings programs managed by Social Finance, Inc. through its affiliates including SoFi Lending Corp. and SoFi Wealth LLC (together, “SoFi”). By opening this Account, you agree to be bound by the terms and conditions contained in this Agreement. If you are opening this account because you are an employee participating in one or more college savings or student loan repayment activities facilitated by your employer, this Agreement sometimes refers to you as an “Employee.” Alternatively, you may open an account as an employer because you wish to facilitate college savings and/or student loan repayment activities for your employees, in which case this Agreement will refer to you as an "Employer." The funds deposit
