Custodial Account Agreement means the State Farm Funds Individual Retirement Account Plan Custodial Account Agreement as described in Section VIII.

Custodial Account Agreement means an agreement with a Custodian with respect to a Custodial Account.

Custodial Account Agreement means the IRS 5305-RA contractual agreement that describes the Roth IRA’s or, if applicable, Traditional IRA’s terms and conditions and meets the requirements of the Internal Revenue Code.

Examples of Custodial Account Agreement in a sentence

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The undersigned agrees to be bounded by the terms of Apex’s Retirement Custodial Account Agreement, Apex’s Customer Account Agreement and/or Apex’s Customer Margin and Short Account Agreement.
Spousal Consent: If you name someone other than or in addition to your spouse as primary beneficiary and reside in a community or marital property state, including AZ, CA, ID, LA, NV, NM, TX, WA, and WI, your spouse must consent by signing below.SIGNATURE OF SPOUSEDATEXI have read and understand the Disclosure Statement and Custodial Account Agreement.
Subject to and accordance with the terms of the Custodial Account Agreement, I am making the above beneficiary designation(s) for my vested account in the event of my death.
I further understand and agree that my account has a minimum cash requirement and that fees are applicable to accounts that fall below the required minimum, as outlined in the Custodial Account Agreement, Disclosure Statement and Fee Schedule.

More Definitions of Custodial Account Agreement

Custodial Account Agreement means the IRS 5305-RA contractual agreement that describes the Roth IRA’s terms and conditions and meets the requirements of the Internal Revenue Code.

Custodial Account Agreement means the agreement between a financial institution and customer pursuant to subsection (b) of this section;

Custodial Account Agreement means the Roth Individual Retirement Custodial Account Agreement IRS 5305-RA custodial agreement between you and the IRA Custodian that meets the requirements of Section 408A of the Code. “Employer-Offered Savings Arrangement” includes any of the following:(1) an IRA; (2) a defined benefit plan; (3) a 401(k); (4) a Simplified Employee Pension (SEP) plan; (5) a Savings Incentive Match Plan for Employees (SIMPLE) plan; or (6) another arrangement, if in compliance with federal law, that the Board specifies by regulation. “Enrollment Date” means with respect to a Covered Employee the first Business Day after the 30-Day Notification Period.

Custodial Account Agreement means the contract or similar instrument entered into by a Fund Sponsor and a Participant and/or the Employer pursuant to which a Custodial Account is established and maintained.

Custodial Account Agreement means the custodial account agreement dated November 30, 2005 between Borrower and Securities Intermediary.