ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTRoth Individual Retirement Account Custodial Agreement • March 26th, 2024 • 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.
Roth Individual Retirement Account Custodial AgreementRoth Individual Retirement Account Custodial Agreement • September 13th, 2021 • 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 Roth Individual Retirement Account (“Roth IRA” or “Account”) under Section 408A 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”) Section 1.408-6. Depositor and Custodian make the following Agreement:
CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTRoth Individual Retirement Account Custodial Agreement • September 28th, 2021
Except in the case of a qualified rollover contribution described in section 408A(e) or a recharacterized contribution described in section 408A(d)(6), the custodian will accept only cash contributions up to $5,500 per year for 2013 through 2017. For individuals who have reached the age of 50 by the end of the year, the contribution limit is increased to $6,500 per year for 2013 through 2017. For years after 2017, these limits will be increased to reflect a cost-of-living adjustment, if any.
ContractRoth Individual Retirement Account 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
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTRoth Individual Retirement Account Custodial Agreement • October 19th, 2011
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter
of the Internal Revenue Code. FORM (Rev. Feb. 2021)Roth Individual Retirement Account Custodial Agreement • February 3rd, 2020
The depositor named on the application is establishing a Roth individual retirement account (Roth IRA) under IRS Code section 408A to provide for his or her retirement and for the support of his or her beneficiaries after death.
ROTH IndIvIdual ReTIRemenT accOunT cusTOdIal agReemenT & dIsclOsuRe sTaTemenTRoth Individual Retirement Account Custodial Agreement • January 7th, 2008 • Minnesota
(888) 205 - 6036 (505) 288-3905 Envelope operations@horizontrust.comRoth Individual Retirement Account Custodial Agreement • February 3rd, 2020
The depositor named on the application is establishing a Roth individual retirement account (Roth IRA) under IRS Code section 408A to provide for his or her retirement and for the support of his or her beneficiaries after death.
