Roth Individual Retirement Account Custodial Agreement & Disclosure StatementRetirement Account Custodial Agreement • October 9th, 2013 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
Traditional Individual Retirement Account Custodial AgreementRetirement Account Custodial Agreement • April 22nd, 2024 • Missouri
This Custodial Agreement is incorporated into and is part of the Individual Retirement Account Authorization Form (collectively “Agreement”) signed by me (collectively “the Depositor,” “the Client,” “me,” “my,” “I,” “you” or “your”) and constitutes a binding contract between Edward Jones Trust Company (collectively, “EJTC,” “Custodian,” “we” or “our”) and me. I represent that I have read and understand the Agreement and agree to be bound by its terms as well as the separate disclosures and notices referenced in and/or provided with this Agreement. I am establishing a traditional Individual Retirement Account (“IRA” or “Account”) under Section 408(a) of the Internal Revenue Code of 1986, as amended (“the Code”), to provide for my retirement and for the support of my beneficiaries after death.
Traditional Individual Retirement Account Custodial AgreementRetirement Account Custodial Agreement • April 22nd, 2024 • Missouri
This Custodial Agreement is incorporated into and is part of the Individual Retirement Account Authorization Form (collectively “Agreement”) signed by me (collectively the “Depositor,” “Client,” “me,” “my,” “I,” “you,” or “your”), and constitutes a binding contract between Edward D. Jones & Co., L.P. (collectively, “Edward Jones,” “Custodian,” “we” or “our”), and me. I represent that I have read and understand the Agreement and agree to be bound by its terms, as well as the separate disclosures and notices referenced in and/ or provided with this Agreement. I am establishing a traditional Individual Retirement Account (“IRA” or “Account”) under Section 408(a) of the Internal Revenue Code of 1986, as amended (“the Code”), to provide for my retirement and for the support of my beneficiaries after death. Edward Jones has given me the disclosure statement required by Federal Income Tax Regulations (“Regulations”)
Roth Individual Retirement Custodial Account AgreementRetirement Account Custodial Agreement • May 11th, 2005 • Nebraska
This Roth Individual Retirement Account Custodial Agreement (hereinafter called the “Agreement”) is made between Constellation Trust Company, a Nebraska Trust Company (hereinafter called the “Custodian”) and each individual (hereinafter called the “Depositor”) who executes a Roth IRA Adoption Agreement, incorporating the terms of this Agreement, for the purpose of establishing a Roth individual retirement custodial account (hereinafter called the “custodial account”) as described in Section 408A of the Internal Revenue Code of 1986, as amended, or any successor statute (hereinafter called the “Code”), upon the terms set forth herein.
Traditional Individual Retirement Account Custodial Agreement & Disclosure StatementRetirement Account Custodial Agreement • November 14th, 2019 • Missouri
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
