Disclaimer for Community and Marital Property States. If the participant resides in a community or marital property state, the participant’s spouse may have a property interest in the participant’s Plan account and the right to dispose of the interest by will. Therefore, NRS disclaims any warranty as to the effectiveness of the participant’s beneficiary designation or as to the ownership of the account after the death of the participant’s spouse. For additional information, please consult your legal advisor to learn more about how your beneficiary designation may be affected by community or marital property state law.
Disclaimer for Community and Marital Property States. The Participant's spouse may have a property interest in the account and the right to dispose of the interest by will. Therefore, any sponsors, issuers, depositories and other persons or entities associated with the investments and the Custodian specifically disclaim any warranty as to the effectiveness of the Participant's beneficiary designation or as to the ownership of the account after the death of the Participant's spouse. For additional information, please consult your legal advisor. I consent to the Beneficiary Designation.
Disclaimer for Community and Marital Property States. The Account Beneficiary's Spouse may have a property interest in the account and the right to dispose of the interest by will. Therefore, the custodian disclaims any warranty as to the effectiveness of the Account Beneficiary's beneficiary designation or as to the ownership of the account after the death of the Account Beneficiary's Spouse. For additional information, please consult your legal advisor. SIGNATURES
Disclaimer for Community and Marital Property States. The Participant's Spouse may have a property interest in the account and the right to dispose of the interest by will. Therefore, the Custodian disclaims any warranty as to the effectiveness of the Participant's beneficiary designation or as to the ownership of the account after the death of the Participant's Spouse. For additional information, please consult your legal advisor. SIGNATURES Under penalties of perjury, I certify that the above information (including my social security number) is correct. I hereby agree to participate in the Xxxx Individual Retirement Custodial Account offered by the Custodian. I acknowledge receipt of a copy of the plan document under which this Xxxx Individual Retirement Account is established, a copy of this Adoption Agreement, and a copy of the Disclosure Statement with respect to this Xxxx Individual Retirement Account. I direct that my contribution be invested as indicated above and that all benefits upon my death be paid as indicated above. In the event that this is a rollover contribution, the undersigned hereby irrevocably elects, pursuant to the requirements of Section 1.402(a)(5)-1T of the IRS regulations, to treat this contribution as a rollover contribution. If I named a beneficiary which is a trust, I understand I must provide certain information concerning such trust to the Custodian. Witness: Participant Signature: Date:
Disclaimer for Community and Marital Property States. The Participant’s Spouse may have a property interest in the account and the right to dispose of the interest by will. Therefore, Administrator and Custodian disclaim any warranty as to the effectiveness of the Participant’s beneficiary designation or as to the ownership of the account after the death of the Participant’s Spouse. For additional information, please consult your legal and/or tax advisor. Spouse’s Signature: Date: RealTrust IRA Alternatives, LLC ● Toll Free: (000) 000-0000 ● Fax: (000) 000-0000 ● xxxx@xxxxxxxxxxxxxx.xxx xxx.XxxxXxxxxXxxxx.xxx rev.0810 Application—page 1 rev.0810 SELF-DIRECTED IRA APPLICATION & ADOPTION AGREEMENT Real Choice. Real Control. Real Trust.
Disclaimer for Community and Marital Property States. The Participant's Spouse may have a property interest in the account and the right to dispose of the interest by will. Therefore, the custodian disclaims any warranty as to the effectiveness of the Participant's beneficiary designation or as to the ownership of the account after the death of the Participant's Spouse. For additional information, please consult your legal advisor. SIGNATURES AND TRANSFER ELECTION Under penalties of perjury, I certify that the above information (including my social security number) is correct. I hereby agree to participate in the SIMPLE IRA offered by the Custodian. I acknowledge receipt of a copy of the plan document under which this SIMPLE IRA is established, a copy of this Adoption Agreement, and a copy of the Disclosure Statement with respect to this SIMPLE IRA. I direct that my contribution be invested as indicated above, and I direct that all benefits upon my death be paid as indicated above. In the event that this is a rollover contribution, the undersigned hereby irrevocably elects, pursuant to the requirements of Section 1.402(a)(5)-1T of the IRS regulations, to treat this contribution as a rollover contribution.
