Traditional Ira Custodial Account Agreement Sample Contracts

Traditional IRA Custodial Account Agreement
Traditional Ira Custodial Account Agreement • July 31st, 2022 • New York

The Depositor whose name appears on the Adoption Agreement is establishing a Traditional Individual Retirement Account (IRA) under section 408(a) to provide for his or her retirement and for the support of his or her Beneficiaries after death.

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Individual Retirement Custodial Account Agreement
Traditional Ira Custodial Account Agreement • May 11th, 2005 • Nebraska

This Traditional Individual Retirement Account Custodial Agreement (hereinafter called the “Agreement”) is made between Constellation Trust Company, a Nebraska Trust Company (hereinafter called the “Custodian”) and each individual (hereinafter called the “Depositor”) who executes an Adoption Agreement, incorporating the terms of this Agreement, for the purpose of establishing an individual retirement account (hereinafter called the “custodial account”) as described in Section 408(a) of the Internal Revenue Code of 1986, as amended, or any successor statute (hereinafter called the “Code”), upon the terms set forth herein

Traditional IRA Custodial Account Agreement
Traditional Ira Custodial Account Agreement • April 25th, 2018 • Delaware

Form 5305-A is a model custodial account agreement that meets the requirements of section 408(a). However, only Articles I through VII have been reviewed by the Internal Revenue Service (“IRS”). The Depositor whose name appears in the accompanying application is establishing an Individual Retirement Account (“IRA”) under section 408(a) to provide for his or her retirement and for the support of his or her beneficiaries after death. The account must be created in the United States for the exclusive benefit of the Depositor or his or her beneficiaries.

Electronic Delivery of Documents
Traditional 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 Traditional 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:

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