IRA APPLICATION AND ADOPTION AGREEMENTHewitt Financial Services • November 22nd, 2010 • New York
To complete this application, fill in all sections, sign in ink, and return to: Hewitt Financial Services, PO Box 563901, Charlotte, NC 28256-3901.
ROTH IRA APPLICATION AND ADOPTION AGREEMENTHewitt Financial Services • September 12th, 2011 • New York
To complete this application, fill in all sections, sign in ink, and return to: Hewitt Financial Services, PO Box 563901, Charlotte, NC 28256-3901.
QUALIFIED RETIREMENT PLAN SELF-DIRECTED BROKERAGE ACCOUNT PLAN PARTICIPANT AGREEMENTHewitt Financial Services • May 31st, 2021
Effect of Opening Up this Account. You have opened up this self-directed brokerage account (“account”) under the authority conferred upon you by the Plan Sponsor, Plan Trustees (“Trustees”), Custodian, or other parties (“fiduciary” or collectively “fiduciaries”) that are responsible for the creation, oversight, and management of your employer’s retirement plan (“Plan”). The purpose of this document is to provide you with a general overview of the operation of your account and the general rights and obligations you, as a participant in the Plan (“Participant”) have with respect to the account. This document also describes the types of products and services offered through Hewitt Financial Services LLC (“HFS”), which services may change from time to time, and which include: all information, content, messages, software, databases, bulletin boards, forums and Access Devices1 or other communication facilities (collectively, the “HFS Service”). If you are the beneficiary of a deceased Partic
