Tax Favored Account Agreement Sample Contracts

TAX FAVORED ACCOUNT (TFA) ACCOUNT AGREEMENT
Tax Favored Account Agreement • July 5th, 2022

• "Item" or "items," as defined by Article 4 of the Uniform Commercial Code (UCC), means an instrument or a promise or order to pay money handled by a financial institution for collection or payment. The term includes a check but does not include a payment order governed by Article 4A of the UCC or a credit or debit card slip.

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TAX FAVORED ACCOUNT (TFA) ACCOUNT AGREEMENT
Tax Favored Account Agreement • February 19th, 2020

General Agreement. The terms "you" and "your" refer to the Account Owner and the terms "we," "us" and "our" refer to the financial institution. You understand the following Account Agreement ("Agreement") governs your account with us. Your account is also governed by other applicable documents, such as the Truth in Savings Account Disclosure and Privacy Policy and where applicable, the Funds Availability Policy and/or Electronic Fund Transfer Agreement, all of which are incorporated by reference ("Disclosures".) You understand that your account is also governed by applicable law.

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