TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional 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 “you” or “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.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Account Custodial Agreement • February 28th, 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 “you” or “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.
Traditional Individual Retirement Account Custodial AgreementTraditional Individual Retirement Account Custodial Agreement • April 22nd, 2024 • 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 traditional Individual Retirement Account (“IRA” or “Account”) under Section 408(a) 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”)
Traditional Individual Retirement Account Custodial AgreementTraditional Individual Retirement Account Custodial Agreement • April 22nd, 2024 • 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,” “the Client,” “me,” “my,” “I,” “you” or “your”) and constitutes a binding contract between Edward Jones Trust Company (collectively, “EJTC,” “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 traditional Individual Retirement Account (“IRA” or “Account”) under Section 408(a) 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.
INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTTraditional Individual Retirement Account Custodial Agreement • December 22nd, 2020
The depositor named on the application is establishing a Traditional 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.
Custodial Agreement &Traditional Individual Retirement Account Custodial Agreement • April 2nd, 2020
This Traditional IRA Custodial Agreement and Disclosure Statement is yours to keep. These documents include very important additional information about the attributes, limits, and requirements applicable to your Traditional IRA. Please read it over carefully to understand the rules relating to your Traditional IRA. Thank you for allowing us to maintain your Traditional IRA. We’re here to help you in any way we can. If you have any questions, or if we can assist you on any other matter, please let us know.
