Ira Adoption Agreement and Application Sample Contracts

BNY MELLON INVESTMENT SERVICING TRUST COMPANY
Ira Adoption Agreement and Application • October 8th, 2021

On March 29, 2021, the Internal Revenue Service (“IRS”) issued a Notice which automatically extended the deadline for eligible individuals to make contributions to a traditional or Roth IRA for 2020 from April 15, 2021 to May 17, 2021. This extension is granted automatically for individual taxpayers; no separate application is necessary to qualify. For more information please refer to the Internal Revenue Service (IRS) web site: www.irs.gov.

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