ContractRetirement Custodial Agreement • November 5th, 2020 • Colorado
Form 5305-RA(Rev. April 2017) Department of the Treasury Internal Revenue Service Roth Individual Retirement Account Custodial Agreement(Under section 408A of the Internal Revenue Code) Do not file With the Internal Revenue Service This Roth Individual Retirement Custodial Agreement, hereinafter referred to as the “Agreement”, is made by and between ITrust Custodial Services LLC d/b/a iTrust Custodial Services (“iTrust Custodial Services”), hereinafter referred to as “Custodian”, and the individual/depositor, herein after referred to as “Account Holder" or “you” who executes a Roth IRA Adoption Agreement, incorporating the terms of this Agreement, for the purpose of establishing a Roth individual retirement account, hereinafter referred to as the “Custodial Account” or “Account” under section 408(a) of the Internal Revenue Code. The Account Holder named in the Adoption Agreement is establishing a Roth IRA under section 408A to provide for his or her retirement and for the support of h
