Profile403(b)(7) Individual Custodial Account Agreement • February 28th, 2018
This Agreement sets forth the terms of a custodial account established for You pursuant to section 403(b)(7) of the Internal Revenue Code of 1986. The custodian
Introduction and Establishment of Custodial Account403(b)(7) Individual Custodial Account Agreement • February 20th, 2009 • Maryland
By signing the Application, the Participant has indicated the intent to establish a Custodial Account (as defined below) with the Custodian pursuant to Internal Revenue Code section 403(b)(7). The Account will become effective upon receipt in good order and acceptance of the Application by the Custodian. The Application is a part of this Custodial Account Agreement and is incorporated by reference herein. This Agreement shall amend and restate any prior custodial agreement between the Participant and the Custodian with respect to the Employer Plan, as defined below.
Newport Trust Company 403(b)(7) Individual Custodial Account Agreement403(b)(7) Individual Custodial Account Agreement • September 4th, 2017 • Delaware
This Newport Trust Company 403(b)(7) Individual Custodial Account Agreement sets forth the terms of the Account established by the Custodian on behalf of the Participant named in the Application. The Account is intended to constitute a contract that satisfies the requirements of § 403(b)(7) of the Code and of §1.403(b)-3 of Treasury Regulations, and shall become effective November 4, 2017 (the “Effective Date”). The terms of the Application are a part of this Agreement and are incorporated herein by reference. This Agreement amends and supersedes any prior Vanguard 403(b)(7) Custodial Account Agreement with respect to which Newport Trust Company has been designated as the successor Custodian.
