Identifying Number. The Participant’s Social Security number will serve as the identification number of his or her Custodial Account. An employer identification number is required only for a Custodial Account for which a return is filed to report unrelated business taxable income. An employer identification number is required for a common fund created for IRAs.
Appears in 33 contracts
Sources: Roth Ira Custodial Account Agreement, Traditional Ira Adoption Agreement, Traditional Ira Custodial Account Agreement
Identifying Number. The Participant’s Social Security number will serve as the identification number of his or her Custodial Account. An employer identification number is required only for a Custodial Account for which a return is filed to report unrelated business taxable income. An employer identification number is required for a common fund created for IRAs.
Appears in 4 contracts
Sources: Simple Ira Custodial Account Agreement, Simple Ira Custodial Account Agreement, Simple Ira Custodial Account Agreement