Common Contracts
38 similar null contracts
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • August 22nd, 2023
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • August 22nd, 2023
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
Roth Individual Retirement Account Custodial Agreement & Disclosure StatementMissouri • April 13th, 2022
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
Traditional Individual Retirement Account Custodial Agreement & Disclosure StatementMissouri • April 13th, 2022
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
providing for investment in McDonald’s Corporation common stock via McDonald’s Corporation, a feature of the Computershare CIP, a direct stock purchase and dividend reinvestment plan.Missouri • December 22nd, 2020
Within this Traditional and Roth Individual Retirement Account Custodial Agreement and Disclosure Statement, all references made to the “Company” shall refer to McDonald’s Corporation and all references made to the “Program” shall mean McDonald’s Corporation
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • December 30th, 2019
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • November 14th, 2019
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • November 14th, 2019
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • September 24th, 2019
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • September 13th, 2019
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • August 23rd, 2019
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • August 23rd, 2019
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • August 23rd, 2019
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • August 23rd, 2019
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • December 5th, 2017
This notice serves as an amendment to the Traditional Individual Retirement Custodial Account plan agreement (Form 5305-A) that you received when you established your Traditional IRA. Keep this amendment with the materials we gave you when you opened your Traditional IRA. You do not need to sign or return anything to us. The changes discussed below are effective immediately.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • July 13th, 2017
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • July 13th, 2017
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • July 13th, 2017
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • July 13th, 2017
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • July 13th, 2017
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • July 13th, 2017
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • July 13th, 2017
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • July 13th, 2017
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • July 12th, 2017
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • April 27th, 2017
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
Within this Traditional and Roth Individual Retirement Account Custodial Agreement and Disclosure Statement, all references madeMissouri • March 27th, 2017
The Enrollment Form (“Application”), when combined with the Traditional and Roth IRA Custodial Agreement, the IRA Disclosure Statement and the IRA Transfer From, if needed, constitute the forms necessary to establish an IRA. When completed, send the Enrollment Form and the IRA Transfer Form, if needed, to the above address.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • March 3rd, 2016
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
Within this Traditional and Roth Individual Retirement Account Custodial Agreement and Disclosure Statement, all references made to the “Company” shall refer to AT&T and all references made to the “Program” shall mean Computershare IRA ProgramMissouri • June 10th, 2015
Welcome to Computershare Trust Company’s IRA, which provides for investment in AT&T common stock via Computershare IRA Program (IRA Program). Computershare Trust Company, N.A. is Custodian of this IRA.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • May 13th, 2015
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • May 1st, 2015
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “you” or “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • April 17th, 2015
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
ROTH INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • December 10th, 2014
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual
TRADITIONAL INDIVIDUAL RETIREMENT ACCOUNT CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTMissouri • December 10th, 2014
This Agreement is made between UMB Bank, n.a. as custodian (hereinafter referred to as “Custodian”) and the individual (hereinafter referred to as “Depositor”) who signs the accompanying Application. If the Depositor has previously adopted this Individual Retirement Custodial Account (“IRA”) in any earlier form, by signature to the Application he or she adopts the amended IRA in the form as hereby restated.
Within this Traditional and Roth Individual Retirement Account Custodial Agreement and Disclosure Statement, all references madeMissouri • June 25th, 2014
The Enrollment Form (“Application”), when combined with the Traditional and Roth IRA Custodial Agreement, the IRA Disclosure Statement and the IRA Transfer From, if needed, constitute the forms necessary to establish an IRA. When completed, send the Enrollment Form and the IRA Transfer Form, if needed, to the above address.
Within this Traditional and Roth Individual Retirement Account Custodial Agreement and Disclosure Statement, all references madeMissouri • June 25th, 2014
Welcome to Computershare Trust Company’s IRA, which provides for investment in Philip Morris International Inc.’s common stock via
