BNY MELLON INVESTMENT SERVICING TRUST COMPANYIra Adoption Agreement • April 20th, 2022
Due to the Emancipation Day holiday observed in the District of Columbia, most eligible individuals will have until, Monday, April 18, 2022, to make contributions to a traditional IRA or Roth IRA for 2021. Note that, due to the Patriots’ Day holiday observed on April 18, 2022, in Massachusetts and Maine, eligible individuals residing in those two states only will have until Tuesday, April 19, 2022. For more information, please refer to the Internal Revenue Service (IRS) web site: www.irs.gov.
VanEck FundsIra Adoption Agreement • April 11th, 2022
Important Information: To help the government fight the funding of terrorism and money laundering activities, federal law under the USA Patriot Act requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means to you: When you open an account, you must provide your name, address, date of birth, and other information that will allow us to identify you. Failure to provide all requested information for all individuals registered to and/or authorized to act on this account may result in delays to your investment or even the return of your investment. VanEck accepts no responsibility for trading losses associated with delays in receiving and verifying the required information.
KeyBank IRA Adoption AgreementIra Adoption Agreement • February 19th, 2020
To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify and record information that sufficiently identifies each customer.
ContractIra Adoption Agreement • October 15th, 2018
KeyBank IRA Adoption AgreementIra Adoption Agreement • June 13th, 2023
To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each customer who opens an account. Therefore, all new and existing customers are subject to the identity verification requirements.
Traditional or Roth IRA adoption agreementIra Adoption Agreement • August 3rd, 2022
ContractIra Adoption Agreement • January 25th, 2017
ContractIra Adoption Agreement • January 12th, 2009
Hartford Funds Traditional/Roth IRA Adoption AgreementIra Adoption Agreement • March 25th, 2015
Use an additional page if necessary. Please use whole percentages that together total 100%. I hereby designate the person(s) named below as Primary Beneficiary(ies) in accordance with the Traditional/Roth IRA Custodial Agreement. If no Primary Beneficiary survives me, I hereby designate the person(s) named below as Contingent Beneficiary(ies). This Designation of Beneficiary may have important tax or estate planning implications.
IRA ADOPTION AGREEMENTIra Adoption Agreement • August 24th, 2018
ContractIra Adoption Agreement • January 12th, 2009
IRA ADOPTION AGREEMENTIra Adoption Agreement • August 5th, 2010
PLEASE NOTE: FAILURE TO COMPLETE ALL SECTIONS OF THIS APPLICATION MAY RESULT IN A REJECTION OF YOUR APPLICATION. THE INFORMATION PROVIDED WILL BE VERIFIED AS REQUIRED BY THE USA PATRIOT ACT.
If linking a bank account: Submit voided check or pre-printed savings slip.Ira Adoption Agreement • October 25th, 2023 • Minnesota
