Ira Custodial Agreement Sample Contracts

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• Traditional IRA Custodial Agreement and Disclosure Statement (for Traditional IRA, Rollover IRA and SEP-IRA) • Roth IRA Custodial Agreement and Disclosure Statement
Ira Custodial Agreement • March 24th, 2021 • Massachusetts

The Depositor whose name appears on the accompanying Application is establishing a traditional individual retirement account (under Section 408(a) of the Internal Revenue Code) to provide for his or her retirement and for the support of his or her beneficiaries after death. The Custodian named on the accompanying Application has given the Depositor the Disclosure Statement required under the Income Tax Regulations under Section 1.408-6.

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