Roth Individual Retirement Account Custodial Account Agreement Sample Contracts

Roth Individual Retirement Account Custodial Account Agreement
Roth Individual Retirement Account Custodial Account Agreement • January 31st, 2018 • Illinois

The Participant by signing the State Farm Mutual Funds Roth IRA Application (the “Application”), and State Farm Bank®, Bloomington, Illinois (hereinafter referred to as “Custodian”) by processing the Application and opening the Account have created this Custodial Account Agreement (the “Agreement”) to establish a Roth Individual Retirement Account (“Roth IRA”) under Internal Revenue Code (“Code”) Sections 408 and 408A. The Participant has made an initial contribution or a contribution has been made on behalf of the Participant to the Roth IRA as indicated on the Application. The Application is hereby made a part of this Agreement.

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