Form 5305(Rev. April 2017)Department of the Treasury Internal Revenue Service Automatic Rollover Traditional Individual Retirement Trust Account Agreement(Under Section 408(a) of the Internal Revenue Code) Do not filewith the Internal Revenue ServiceAutomatic Rollover Traditional Individual Retirement Trust Account Agreement • April 17th, 2013 • Delaware
This Automatic Rollover Traditional 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” Traditional 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”).
