ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTRoth Individual Retirement Custodial Account Agreement • September 26th, 2022
The depositor named on the application is establishing a Roth individual retirement account under section 408A to provide for his or her retirement and for the support of his or her beneficiaries after death.
ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTRoth Individual Retirement Custodial Account Agreement • October 5th, 2023
Form 5305-RA is a model custodial account agreement that meets the requirements of section 408A. However, only Articles I through VIII have been reviewed by the IRS. The Depositor whose name appears in the accompanying Application is establishing a Roth IRA under section 408A to provide for his or her retirement and for the support of his or her beneficiaries after death. The account must be created in the United States for the exclusive benefit of the Depositor or his or her beneficiaries. The Custodian has given the Depositor the disclosure statement required under Regulations section 1.408-6. The Depositor and the Custodian make the following agreement:
UMB, n.a ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTRoth Individual Retirement Custodial Account Agreement • November 20th, 2023
The depositor 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.
ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTRoth Individual Retirement Custodial Account Agreement • May 29th, 2019 • Texas
The Depositor 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.
ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTRoth Individual Retirement Custodial Account Agreement • August 11th, 2020
The depositor 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.
ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTRoth Individual Retirement Custodial Account Agreement • November 7th, 2011 • South Dakota
The Depositor whose name appears on the attached application is establishing a Roth individual retirement account under section 408(a) to provide for his or her retirement and for the support of his or her beneficiaries after death. The custodian, IRA Services Trust Company, has given the Depositor the disclosure statement required under Regulations section 1.408‐6. The Depositor and the Custodian make the following agreement:
ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTRoth Individual Retirement Custodial Account Agreement • July 8th, 2020
The depositor 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.
ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTRoth Individual Retirement Custodial Account Agreement • August 30th, 2000
The depositor 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.
ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTRoth Individual Retirement Custodial Account Agreement • June 22nd, 2020
The depositor 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.
Form 5305-RA Roth Individual Retirement Custodial Account AgreementRoth Individual Retirement Custodial Account Agreement • September 27th, 2012
The individual whose name appears on the accompanying IRA Account Application (hereinafter called "Depositor") is establishing a Roth Individual Retirement Account (a “Custodial Account”) with the custodian listed in Section 8 of the IRA Account Application or its successor (hereinafter referred to as "Custodian"). This Roth Individual Retirement Plan is established for the exclusive benefit of the individual (or his beneficiaries) within the meaning of §408(a) of the Internal Revenue Code and the related Treasury regulations. Custodian has delegated certain Custodial Account recordkeeping and administrative functions (“Administrative Services”) to The Entrust Group, Inc., a Delaware corporation (the “Administrator”). Custodian and the Depositor hereby make the following Agreement:
ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTRoth Individual Retirement Custodial Account Agreement • June 5th, 2018 • New York
The depositor 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.
ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTRoth Individual Retirement Custodial Account Agreement • March 3rd, 2015
The depositor named on the application is establishing a Roth individual retirement account under section 408A to provide for his or her retirement and for the support of his or her beneficiaries after death.
Roth Individual Retirement Custodial Account AgreementRoth Individual Retirement Custodial Account 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.
ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTRoth Individual Retirement Custodial Account Agreement • August 30th, 2000 • Kansas
The depositor 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.
ROTH INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTRoth Individual Retirement Custodial Account Agreement • December 7th, 1998
The Depositor named on the Application is establishing a Roth Individual Retirement Account under section 408A to provide for his or her retirement and for the support of his or her beneficiaries after death.
