Custodial Account Agreements and Disclosure StatementsTraditional Individual Retirement Custodial Account Agreement • August 3rd, 2023 • South Dakota
This Traditional Individual Retirement Custodial Agreement (the “Agreement”) is made between Equity Trust Company (“Custodian”) and each individual (hereinafter called the “Depositor”, “Account Holder” or “IRA Owner”) who executes an Application for the purpose of establishing a Traditional IRA Custodial Account under Section 408(a) of the Internal Revenue Code of 1986, as amended. Articles I through VII are the required provisions found in Form 5305-A and, as permitted, Custodian has added Articles VIII through XIX.
CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTTraditional Individual Retirement Custodial Account Agreement • June 17th, 2023 • South Dakota
This Custodial Account Agreement is a required agreement intended to meet the Internal Revenue Service (IRS) requirements for opening an IRA account. The IRS created Form 5305-A as a model custodial account agreement that meets the requirements of IRS Code section 408(a) related to Individual Retirement Accounts. However, only Articles I through VII incorporated below have been reviewed by the IRS. Article VIII was prepared by BitGo Trust Company, Inc. (Custodian) for the agreement with the Depositor hereafter known as the “Account Owner”, “client” “you” or “your.” A traditional individual retirement account (traditional IRA) is established after the IRA Account Application has been fully executed by both the Account Owner (depositor) and the Custodian. The Custodian’s action of the opening of the account signifies its execution of the Agreement. The Traditional IRA Account Application (Application) includes the following Account Agreement provisions along with the IRA Account Applicat
ARTICLE ITraditional Individual Retirement Custodial Account Agreement • February 27th, 1998 • Jefferson Fund Group Trust
TRADITIONAL INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTTraditional Individual Retirement Custodial Account Agreement • November 7th, 2011
The Depositor whose name appears on the attached 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. 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:
Form 5305-A Traditional Individual Retirement Custodial Account AgreementTraditional 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 Traditional Individual Retirement Account (a “Custodial Account”) with the custodian listed in Section 8 of the IRA Account Application or its successor (herein referenced to as “Custodian”). This traditional Individual Retirement Plan is established for the exclusive benefit of the individual (or his or her 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:
UMB Bank , n.a. TRADITIONAL INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTTraditional Individual Retirement Custodial Account Agreement • September 27th, 2023
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.
