ROTH INDIVIDUAL RETIREMENT TRUST ACCOUNT AGREEMENTRoth Individual Retirement Account Agreement • April 23rd, 2024
The grantor named on the application is establishing a Roth individual retirement account (Roth IRA) under section 408A to provide for his or her retirement and for the support of his or her beneficiaries after death.
AQUILA GROUP OF FUNDSRoth Individual Retirement Account Agreement • June 9th, 2006
• To establish a Roth IRA, please complete the "Application, Adoption Agreement and Beneficiary Designation" (Application). Please note that the Applicant's name must be that of an individual, not a business.
Roth IRA: Information and Account ApplicationRoth Individual Retirement Account Agreement • April 5th, 2022
I, the person signing this Account Agreement (hereinafter called the “depositor”), establish a Roth Individual Retirement Account (IRA) with UMB Bank, n.a., as Custodian (“Custodian”). A Roth IRA operates under Internal Revenue Code Section 408A. I agree to the terms of my account, which are contained in the applicable provisions of the document entitled “UMB Bank, n.a., Roth Individual Retirement Custodial Account Agreement.” I certify the accuracy of the information in this Account Agreement. My account will be effective upon acceptance by Custodian.
