Common Contracts

Roth IRA Custodial Account Agreement

July 7th, 2023

• Filed
  July 7th, 2023

The following provisions are part of the Roth Individual Retirement Account Custodial Account Application (hereinafter called the “Agreement”) made between STRATA Trust Company (hereinafter called the “Custodian”) and each individual (hereinafter called the “Depositor”) who executes the Agreement for the purpose of establishing an individual retirement account (hereinafter called the “Account”) as described in Section 408A of the Internal Revenue Code of 1986 (“IRC”), as amended, or any successor statute (hereinafter called the “Code”). Articles I-VII below utilize the model IRS language shown on Roth IRA Form 5305-RA. As permitted under these IRS model forms, Custodian has added the provisions in Articles VIII through XVII.