Custodial Account Agreement definition
Custodial Account Agreement means the IRS Model 5305-RA contractual agreement that describes the Roth IRA’s terms and conditions and meets the requirements of section 408A of the Internal Revenue Code.
Custodial Account Agreement means the State Farm Funds Individual Retirement Account Plan Custodial Account Agreement as described in Section VIII.
Custodial Account Agreement means an agreement with a Custodian with respect to a Custodial Account.
Examples of Custodial Account Agreement in a sentence
You have opened an IRA, which is a traditional or SEP IRA for the exclusive benefit of you and your beneficiaries, created by a written instrument (the Custodial Account Agreement).
You have opened an Individual Retirement Account (IRA), which is a traditional or SEP IRA for the exclusive benefit of you and your beneficiaries, created by a written instrument (the Custodial Account Agreement).
More Definitions of Custodial Account Agreement
Custodial Account Agreement means the Roth Individual Retirement Custodial Account Agreement IRS 5305-RA custodial agreement between you and the IRA Custodian that meets the requirements of Section 408A of the Code.
Custodial Account Agreement. The applicable deposit account agreement and other related account documentation governing the Third Party Controlled Custodial Account.
Custodial Account Agreement means the IRS 5305-RA contractual agreement that describes the Roth IRA’s or, if applicable, Traditional IRA’s terms and conditions and meets the requirements of the Internal Revenue Code.
Custodial Account Agreement means the IRS Model 5305-RA contractual agreement that describes the Roth
Custodial Account Agreement means the contract or similar instrument entered into by a Fund Sponsor and a Participant and/or the Employer pursuant to which a Custodial Account is established and maintained.
Custodial Account Agreement means the Roth Individual Retirement Custodial Account Agreement IRS 5305-RA custodial agreement between you and the IRA Custodian that meets the requirements of Section 408A of the Code. “Employer-Offered Savings Arrangement” includes any of the following:(1) an IRA; (2) a defined benefit plan; (3) a 401(k); (4) a Simplified Employee Pension (SEP) plan; (5) a Savings Incentive Match Plan for Employees (SIMPLE) plan; or (6) another arrangement, if in compliance with federal law, that the Board specifies by regulation. “Enrollment Date” means with respect to a Covered Employee the first Business Day after the 30-Day Notification Period.
Custodial Account Agreement means the custodial account agreement dated November 30, 2005 between Borrower and Securities Intermediary.