Standard Contracts
Custodial Account Agreement For Individual Retirement AccountsCustodial Account Agreement • October 1st, 2024
Please read the following information together with the Individual Retirement Account Custodial Agreement and the Prospectus(es) for the Fund(s) you select for investment.
REGULAR INDIVIDUAL RETIREMENT ACCOUNT DISCLOSURE STATEMENT AND CUSTODIAL ACCOUNT AGREEMENT FIRST OMAHA FAMILY OF FUNDS (LOGO) REGULAR INDIVIDUAL RETIREMENT ACCOUNT DISCLOSURE STATEMENT GENERAL Your Regular Individual Retirement Account ("IRA") is a...Custodial Account Agreement • July 6th, 1998 • First Omaha Funds Inc
Custodial Account AgreementCustodial Account Agreement • June 12th, 2024
Most taxpayers will have until Monday, April 15, 2024, to make contributions to a traditional IRA or Roth IRA for 2023. However, due to the Patriots’ Day holiday observed in Massachusetts and Maine on April 15, 2024, and the Emancipation Day holiday observed in Washington DC on Tuesday April 16, 2024, residents of Massachusetts and Maine only will have until Wednesday, April 17, 2024, to make contributions to a traditional or Roth IRA for 2023. For more information, please refer to the Internal Revenue Service (IRS) web site: www.irs.gov.
Custodial Account AgreementCustodial Account Agreement • September 24th, 2020 • South Dakota
The Participant hereby requests that the Program Sponsor establish a separate recordkeeping and Custodial Account (the “Account”) on behalf of the Participant. The Program Sponsor has agreed to establish a Custodial Account on behalf of the Participant with AdvisorTrust, Inc. and/or its agents (“Custodian”). AdvisorTrust, Inc. is a trust company under the laws of the state of South Dakota. The Program Sponsor and Custodian agree to furnish system and account services to the Participant on the terms and conditions set forth below. The Custodian has no investment discretion and provides no investment advice with respect to the recordkeeping account or the Custodial Account. The Participant who directs Contributions pursuant to a Salary Reduction Agreement with an eligible Employer, who has Employer Contributions contributed on his behalf or who makes a Rollover, Plan to Plan Transfer or Exchange Contribution from another eligible retirement program does thereby agree by signing the Parti
Custodial Account AgreementCustodial Account Agreement • September 24th, 2020 • South Dakota
This Custodial Account Agreement (“Agreement”) is entered into by the Employer, the Participant and AdvisorTrust, Inc., (“Custodian”) effective the date of the Account Application.
ORP Custodal Account AgreementCustodial Account Agreement • November 11th, 2020 • Missouri
ARTICLE ICustodial Account Agreement • January 27th, 1998 • Investors Research Fund Inc • Missouri
Custodial Account Agreement For Individual Retirement AccountsCustodial Account Agreement • February 6th, 2024
Please read the following information together with the Individual Retirement Account Custodial Agreement and the Prospectus(es) for the Fund(s) you select for investment.
Custodial Account Agreement For Individual Retirement AccountsCustodial Account Agreement • February 6th, 2024
Please read the following information together with the Individual Retirement Account Custodial Agreement and the Prospectus(es) for the Fund(s) you select for investment.
MPF® Participating Financial Institution – Agreement for Servicer’s Custodial P & I Account Actual/ActualCustodial Account Agreement • January 27th, 2017
The above named Subservicer is hereby authorized and requested to establish a custodial account (“P&I Account”) with [Name of the Depository] (the “Depository”) to be specifically designated “[PFI Name] subserviced by [Subservicer] , as Trustee of the Principal and Interest Custodial Account for the benefit of the Federal Home Loan Bank of Des Moines and its successors and assigns”. All deposits to the P&I Account shall be made in accordance with the requirements of the Guides and shall be subject to withdrawal therefrom by the Servicer in its capacity as trustee for the Federal Home Loan Bank of Des Moines (“MPF Bank”) pursuant to the terms of the Mortgage Partnership Finance® Participating Financial Institution Agreement dated [PFI Agreement Date] ,
ContractCustodial Account Agreement • February 27th, 2014
Custodial Account Agreement: Traditional/SEP IRACustodial Account Agreement • June 25th, 2024 • California
Form 5305-A is a model custodial account agreement that meets the requirements of section 408(a). However, only Articles I through VII have been reviewed by the IRS. The Depositor whose name and signature appears in the accompanying Application is establishing an Individual Retirement Account (“IRA”) under Internal Revenue Code Section 408(a) to provide for his or her retirement and for the support of his or her beneficiaries after death.
CUSTODIAL ACCOUNT AGREEMENTCustodial Account Agreement • June 19th, 2002
STATE FARM FUNDS INDIVIDUAL RETIREMENT ACCOUNT PLAN CUSTODIAL ACCOUNT AGREEMENT INTRODUCTION The Participant and Commerce Bank, Bloomington, Illinois (hereinafter referred to as "Custodian"), by signing the Application have created this Custodial...Custodial Account Agreement • March 18th, 1997 • State Farm Balanced Fund Inc • Illinois
Custodial Account AgreementCustodial Account Agreement • August 27th, 2024 • New York
Agreement for Servicer’s Custodial T & I AccountCustodial Account Agreement • January 27th, 2017
The above named Subservicer is hereby authorized and requested to establish a custodial account (“T&I Account”) with [Depository’s Name] the (“Depository”) to be specifically designated [PFI’s Name] “ ” subserviced by [Subservicer’s Name] , as Trustee of the Taxes and Insurance Custodial Account for the benefit of the Federal Home Loan Bank of Des Moines and its successors and assigns and mortgagors”. All deposits to the T&I Account shall be made in accordance with the requirements of the Guides and shall be subject to withdrawal therefrom by the PFI in its capacity as trustee for the Federal Home Loan Bank of Des Moines (“MPF Bank”) pursuant to the terms of the MORTGAGE PARTNERSHIP FINANCE® Participating Financial Institution Agreement dated [PFI Agreement Date] , 20 between [PFI Name] (“PFI”) and MPF Bank, and the terms of the Guides incorporated by reference therein, and shall also be subject to withdrawal therefrom by MPF Bank or such other entity as may be designated to the Deposi
Voya Investment Management 403(b)(7) Custodial Account AgreementCustodial Account Agreement • May 4th, 2021 • Delaware
Custodial Account AgreementCustodial Account Agreement • January 12th, 2009 • Massachusetts
CTA Retirement Savings Plan 403(b)(7) Custodial Account AgreementCustodial Account Agreement • October 5th, 2018 • California
CTA Voluntary Retirement Plans for Educators, LLC has promised to oversee the CTA Retirement Savings Plan (the RSP) solely in the interest of the participants, which includes me, for the exclusive purpose of providing benefits to participants and their beneficiaries, and in accordance with fiduciary standards of care. The RSP is designed to provide participants with access to diverse investment options at reasonable cost.
Disclosure Statements and Custodial Account AgreementsCustodial Account Agreement • April 9th, 2013
Voya Select Advantage Traditional Individual Retirement Account (Including SEP-IRAs under Internal Revenue Code Section 408(k))
WATERHOUSE NATIONAL BANK INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL ACCOUNT AGREEMENT & DISCLOSURE STATEMENT Please save this agreement for future reference. Article I Introduction This Agreement is established pursuant to which Waterhouse National Bank,...Custodial Account Agreement • February 28th, 1997 • Waterhouse Investors Cash Management Fund Inc • New York
Custodial Account Agreement For Individual Retirement AccountsCustodial Account Agreement • February 6th, 2024
Please read the following information together with the Individual Retirement Account Custodial Agreement and the Prospectus(es) for the Fund(s) you select for investment.
ContractCustodial Account Agreement • August 24th, 2011 • Colorado
Child Name: Age: Social Security Number:Custodial Account Agreement • December 31st, 2013
THIS AGREEMENT made between the Custodian and KCG Futures, a division of KCG Americas LLC, (‘KCG’) is as follows:1. Custodian wishes to open an account with funds provided by the Custodian to be held in the name of and for the benefit of the Custodian’s child or children whose names, ages and social security numbers, if any, are set forth below: 2. In consideration of KCG opening this account, Custodian agrees to indemnify, defend, save and hold harmless for any losses sustained by KCG in connection with this account or for any claims that may be made against KCG in connection with this account, and further agrees to guarantee the performance of all customer requirements under the terms of the standard Customer’s Agreement, and agrees that the Custodian’s obligation under the terms of said Customer’s Agreement are not limited to Custodian funds deposited with KCG.3. Custodian represents that the funds provided for the opening of this account are the Custodian’s funds as a gift for th
Custodial Account Agreement (Under section 223(a) of the Internal Revenue Code)Custodial Account Agreement • September 26th, 2014 • Colorado
The Account Owner named on the HSA Application is establishing this Health Savings Account (HSA) exclusively for the purpose of paying or reimbursing Qualified Medical Expenses of the Account Owner, his or her spouse, and tax dependents. The Account Owner represents that unless this account is used solely to make rollover contributions, he or she is eligible to contribute to this HSA; specifically, that he or she: (1) is (or will be as of the effective date of this Agreement) covered under a High Deductible Health Plan (HDHP); (2) is not also covered by any other health plan that is not an HDHP (with certain exceptions for plans providing preventive care and limited types of permitted insurance and
CUSTODIAL ACCOUNT AGREEMENT & DISCLOSURE STATEMENTCustodial Account Agreement • March 5th, 2021
ICMA-RC has changed custodians for its Vantagepoint IRAs and Vantage- point Coverdell Education Savings Accounts (“Vantagepoint ESA”). Effec- tive April 1, 2011, Wilmington Trust Retirement and Institutional Services Company (WTRISC) became the new custodian. Moving forward, all references to Investors Bank and Trust Company in any of your account documents should be read to mean the Wilmington Trust Retirement and Institutional Services Company. We will be updating all Vantagepoint IRA and Vantagepoint ESA documents to reflect the change in custodian.
CONGREGATIONAL CUSTODIAL ACCOUNT AGREEMENTCustodial Account Agreement • April 9th, 2013
(the “Congregation”) and The Lutheran Church—Missouri Synod Foundation, a Missouri not-for-profit corporation, whose address is 1333 South Kirkwood Road, St. Louis, Missouri (the “Foundation”).
CUSTODIAL ACCOUNT AGREEMENT Institutional Trust DepartmentCustodial Account Agreement • September 17th, 2004 • Mexico Fund Inc • Michigan
Agreement is made this 5 day of April, 2000, between The Mexico Fund, whose address is 1775 I Street N.W., Washington, DC 20006 (the “Depositor”) and Comerica Bank, a Michigan banking corporation (the “Bank”).
Introduction and Establishment of Custodial AccountCustodial Account Agreement • January 29th, 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.
Child Name: Age: Social Security Number:Custodial Account Agreement • November 20th, 2014
THIS AGREEMENT made between the Custodian and Wedbush Futures, a division of Wedbush Securities, Inc. is as follows:1. Custodian wishes to open an account with funds provided by the Custodian to be held in the name of and for the benefit of the Custodian’s child or children whose names, ages and social security numbers, if any, are set forth below: 2. In consideration of Wedbush opening this account, Custodian agrees to indemnify, defend, save and hold harmless for any losses sustained by Wedbush in connection with this account or for any claims that may be made against Wedbush in connection with this account, and further agrees to guarantee the performance of all customer requirements under the terms of the standard Customer’s Agreement, and agrees that the Custodian’s obligation under the terms of said Customer’s Agreement are not limited to Custodian funds deposited with Wedbush.3. Custodian represents that the funds provided for the opening of this account are the Custodian’s fun
ADDENDUM TO MG TRUST COMPANY, LLC CUSTODIAL ACCOUNT AGREEMENTCustodial Account Agreement • December 13th, 2006
WHEREAS, "Designated Representative" means the entity named in and authorized by the terms of the referenced Custodial Agreement to give directions to the Custodian,
EXHIBIT 99.14A THE TIMOTHY PLAN SECTION 403(b)(7)' CUSTODIAL ACCOUNT AGREEMENT Section 1. Introduction The Custodial Account established hereby is created pursuant to Section 403(b)(7) of the Code in order to provide a retirement benefit for the...Custodial Account Agreement • February 27th, 1997 • Timothy Plan • Pennsylvania
ContractCustodial Account Agreement • August 16th, 2018
The Servicer must establish appropriate custodial accounts for the deposit of funds collected in connection with AHFC loans. All accounts and related records must be maintained in accordance with sound and generally accepted accounting practices and in such a manner as will permit representatives of AHFC, at any time, to examine and audit such accounts and records.
MATRIX TRUST COMPANY CUSTODIAL ACCOUNT AGREEMENTCustodial Account Agreement • February 14th, 2016 • Colorado
Custodial Account AgreementCustodial Account Agreement • January 30th, 2025
Please read the following information together with the Individual Retirement Account Custodial Agreement and the Prospectus(es) for the Fund(s) you select for investment.
