IRA definition
Examples of IRA in a sentence
By signing below, the undersigned custodian or trustee of the IRA for the benefit of the Individual Subscriber named above (the “Client IRA”) acknowledges that investment in the Fund is being made through the Client IRA from the below referenced account and certifies that the Client IRA has directed the custodian or trustee to sign this Subscription Agreement on behalf of the IRA.
For individuals investing through an Individual Retirement Account (an “IRA”), the name and signature of, and other information relating to, the Custodian/Trustee of the IRA is required on page 25.
INDIVIDUAL SUBSCRIBER: INSTITUTIONAL SUBSCRIBER*: Name of Individual Subscriber Name of Institutional Subscriber Signature: By: Print Name: Print Name: Date: Title: Date: *If IRA, must be in the form of:(the name of the IRA Custodian) for the benefit of (the name of the individual) and must also be acknowledged by custodian or trustee below.
In no event shall the Fund or DST be deemed to be a “fiduciary” as defined in the Employee Retirement Income Security Act of 1974, as amended, and/or Section 4975 of the Code with respect to any assets or property of any IRA.
If yes, the Acknowledgement by I▇▇ ▇▇▇▇▇▇▇▇▇ or Trustee with respect to Investment for an IRA on the signature page must be completed.