Common Contracts
3 similar Custodial Agreement contracts
Custodial AgreementCustodial Agreement • May 24th, 2017 • Massachusetts
The participant whose name appears on the accompanying Application is establish- ing a savings incentive match plan for employees of small employers’ individual retirement account (SIMPLE-IRA) under Sections 408(a) and 408(p) of the Internal Revenue Code to provide for his or her retirement and for the support of his or her beneficiaries after death. The Custodian named on the accompanying Application has given the participant the Disclosure Statement required under Regulations Section 1.408-6. The participant and the Custodian make the following Agreement:
Custodial AgreementCustodial Agreement • January 14th, 2014 • Massachusetts
The participant whose name appears on the accompanying Application is establish- ing a savings incentive match plan for employees of small employers’ individual retirement account (SIMPLE-IRA) under Sections 408(a) and 408(p) of the Internal Revenue Code to provide for his or her retirement and for the support of his or her beneficiaries after death. The Custodian named on the accompanying Application has given the participant the Disclosure Statement required under Regulations Section 1.408-6. The participant and the Custodian make the following Agreement:
Custodial AgreementCustodial Agreement • March 26th, 2004 • Massachusetts
The participant whose name appears on the accompanying Application is establish- ing a savings incentive match plan for employees of small employers’ individual retirement account (SIMPLE-IRA) under Sections 408(a) and 408(p) of the Internal Revenue Code to provide for his or her retirement and for the support of his or her beneficiaries after death. The Custodian named on the accompanying Application has given the participant the Disclosure Statement required under Regulations Section 1.408-6. The participant and the Custodian make the following Agreement:
