IRA APPLICATION AND ADOPTION AGREEMENTIra Application and Adoption Agreement • 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.
TRADITIONAL, ROLLOVER, ROTH, SEP, BENEFICIARY IRA APPLICATION AND ADOPTION AGREEMENTIra Application and Adoption Agreement • February 1st, 2018
ContractIra Application and Adoption Agreement • August 20th, 2019
IRA Application and Adoption Agreement The undersigned individual (hereinafter the “Depositor”) hereby establishes a Traditional Individual Retirement Custodial Account or a Roth Individual Retirement Custodial Account, as indicated below (hereinafter the “Custodial Account”), and agrees to the applicable terms and conditions of the Custodial Agreement. The combined instrument is hereinafter referred to as the “Agreement.” The Custodial Account hereby established shall become effective immediately, subject to its acceptance by The Huntington National Bank (hereinafter the “Custodian”). IMPORTANT: The new account identification procedure is printed on the reverse. 1. Custodial Account Registration Information Name Date of Birth Address City State Zip Social Security # Daytime Telephone Number 2. Account Designation (Check only A or B. To establish a Traditional IRA, check box A and check the applicable box(es) in the left column. To establish a R oth IRA, check box B and check t
