Roth IRA Custodial Account AgreementRoth Ira Custodial Account Agreement • June 3rd, 2024 • New York
The Depositor whose name appears on the Adoption Agreement is establishing a Roth Individual Retirement Account (IRA) under section 408A to provide for his or her retirement and for the support of his or her Beneficiaries after death.
ROTH IRA ACCOUNT AGREEMENTRoth Ira Custodial Account Agreement • May 10th, 2011 • New Hampshire
PENSCO Trust Company (PENSCO Trust) as Custodian hereby adopts this Roth Individual Retirement Account Custodial Account Agreement.
Roth IRA Custodial Account AgreementRoth Ira Custodial Account Agreement • July 7th, 2023
The following provisions are part of the Roth Individual Retirement Account Custodial Account Application (hereinafter called the “Agreement”) made between STRATA Trust Company (hereinafter called the “Custodian”) and each individual (hereinafter called the “Depositor”) who executes the Agreement for the purpose of establishing an individual retirement account (hereinafter called the “Account”) as described in Section 408A of the Internal Revenue Code of 1986 (“IRC”), as amended, or any successor statute (hereinafter called the “Code”). Articles I-VII below utilize the model IRS language shown on Roth IRA Form 5305-RA. As permitted under these IRS model forms, Custodian has added the provisions in Articles VIII through XVII.
Roth IRA Custodial Account AgreementRoth Ira Custodial Account Agreement • April 25th, 2018 • Delaware
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:
Electronic Delivery of DocumentsRoth Ira Custodial Account Agreement • December 5th, 2022
By tapping or clicking the "Agree" button below, you agree that you accept electronic delivery, of the following documents as well as the Roth IRA Custodial Account Agreement, which includes the Disclosure Statement and that you have received, carefully reviewed and agree to the terms of each and will retain copies for your records:
