403(b) Custodial Account Agreement Sample Contracts

Contract
403(b) Custodial Account Agreement • March 4th, 2021 • Massachusetts

Effective February 1, 2009 Madison Funds no longer accepts contributions to 403(b) accounts; however, this custodial account agreement is in effect as long as the account remain open with Madison Funds.

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403(b)(7) Tax-Sheltered Custodial Account Agreement 403(b) PLAN DOCUMENT
403(b) Custodial Account Agreement • October 17th, 1996 • Strong Equity Funds Inc
This amended and restated Franklin Templeton 403(b) Custodial Account Agreement is effective January 1, 2009.
403(b) Custodial Account Agreement • December 11th, 2008 • California

ARTICLE IINTRODUCTIONThis agreement (“Agreement”) sets forth the terms of the 403(b) Custodial Account (“Account”) established by Franklin Templeton Bank & Trust,F.S.B. (the “Custodian”) for the Account owner (the “Participant”).This Agreement is a contract designed to satisfy the requirements of Internal Revenue Code Sections 403(b)(7) and 1.403(b)-3. The Account shall be governed by this Agreement, the Information Sharing Agreement (between Custodian and the Employer or Third Party Plan Administrator) and the Employer Plan. In the event of a conflict between an Employer Instruction and a Participant’s instruction, the Custodian will honor the Employer’s instruction. In the event of a conflict between any provision in this Agreement and any provision in the Employer Plan, the Employer Plan will control. “EMPLOYER PLAN” means the Employer’s writtenplan which satisfies, in form and operation, the requirements of Code Sections 1.403(b)-1 through 1.403(b)-11 and under which the Account ma

Contract
403(b) Custodial Account Agreement • March 25th, 2015 • Massachusetts
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