Roth Ira Custodial Agreement Sample Contracts

Premiere Select® Roth IRA Custodial Agreement
Roth Ira Custodial Agreement • May 21st, 2022 • Massachusetts

The Depositor whose name appears on the accompanying 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. The Custodian named on the accompanying Application has given the Depositor a Disclosure Statement required under Regulations Section 1.408-6. The Depositor has deposited with the Custodian an initial contribution, as set forth

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CREDIT UNION ROTH IRA CUSTODIAL AGREEMENT (rev. 1/2010)
Roth Ira Custodial Agreement • January 21st, 2010

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.

Contract
Roth Ira Custodial Agreement • March 6th, 2024 • Illinois
UMB, n.a ROTH RETIREMENT CUSTODIAL ACCOUNT AGREEMENT
Roth Ira Custodial Agreement • April 5th, 2022

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.

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