Custodial Account Agreement For Individual Retirement AccountsCustodial Account Agreement • February 20th, 2024
Please read the following information together with the Individual Retirement Account Custodial Agreement and the Prospectus(es) for the Fund(s) you select for investment.
Custodial Account Adoption AgreementCustodial Account Agreement • June 8th, 2007
(hereinafter referred to as the “Agreement”) is made and entered into by and between the customer whose identity and signature are set forth on the Custodial Account Adoption Agreement (hereinafter referred to as “Cus- tomer”) and Constellation Trust Company (“CTC”).
Custodial Account AgreementCustodial Account Agreement • August 12th, 2020 • South Dakota
This Custodial Account Agreement (“Agreement”) is entered into by the Employer, the Participant and AdvisorTrust, Inc., (“Custodian”) effective the date of the Account Application.
CUSTODIAL ACCOUNT AGREEMENTCustodial Account Agreement • June 19th, 2002
ContractCustodial Account Agreement • July 31st, 2020 • Texas
The purpose of this Agreement is to establish a custodial account authorized under Code Section 403(b)(7) and, where applicable, to satisfy the written plan requirements under Treasury Regulation 1.403(b)-3. The terms of this Agreement will control except to the extent they grant rights or features prohibited under other plan provisions adopted by the Employer.
Custodial Account Agreement For Individual Retirement AccountsCustodial Account Agreement • February 7th, 2024
Please read the following information together with the Individual Retirement Account Custodial Agreement and the Prospectus(es) for the Fund(s) you select for investment.
Custodial Account Agreement (Under section 223(a) of the Internal Revenue Code)Custodial Account Agreement • September 26th, 2014 • Colorado
The Account Owner named on the HSA Application is establishing this Health Savings Account (HSA) exclusively for the purpose of paying or reimbursing Qualified Medical Expenses of the Account Owner, his or her spouse, and tax dependents. The Account Owner represents that unless this account is used solely to make rollover contributions, he or she is eligible to contribute to this HSA; specifically, that he or she: (1) is (or will be as of the effective date of this Agreement) covered under a High Deductible Health Plan (HDHP); (2) is not also covered by any other health plan that is not an HDHP (with certain exceptions for plans providing preventive care and limited types of permitted insurance and
SIMPLE IRA Custodial Account AgreementCustodial Account Agreement • December 7th, 2015 • New York
The Participant named above is establishing a savings incentive match plan for employees of small employers individual retirement account (SIMPLE IRA) under sections 408(a) and 408(p) to provide for his or her retirement and for the support of his or her beneficiaries after death.
Tax-Sheltered Custodial Account AgreementCustodial Account Agreement • November 28th, 2007 • Minnesota
The purpose of this Agreement (the Agreement) is to establish a Tax-Sheltered Custodial Account under Code section 403(b)(7) on behalf of each Employee named in the Ameriprise Financial Services, LLC Tax-Sheltered Custodial Account Agreement Application (the Application).
CUSTODIAL ACCOUNT AGREEMENT Institutional Trust DepartmentCustodial Account Agreement • September 17th, 2004 • Mexico Fund Inc • Michigan
Agreement is made this 5 day of April, 2000, between The Mexico Fund, whose address is 1775 I Street N.W., Washington, DC 20006 (the “Depositor”) and Comerica Bank, a Michigan banking corporation (the “Bank”).
Custodial Account AgreementCustodial Account Agreement • December 30th, 2020
Please read the following information together with the Individual Retirement Account Custodial Agreement and the Prospectus(es) for the Fund(s) you select for investment.
CUSTODIAL ACCOUNT AGREEMENTCustodial Account Agreement • November 6th, 2014 • Pennsylvania
This Disclosure Statement provides information, as set forth by federal tax regulations, regarding health savings accounts. You should read this Disclosure Statement, the Custodial Account Agreement, the Fee Schedule, and the prospectus (es) for the fund (s) available in the PNC HSA.
SIMPLE IRA CUSTODIAL ACCOUNT AGREEMENTCustodial Account Agreement • May 10th, 2011 • New Hampshire
The participant named above is establishing a savings incentive match plan for employees of small employers individual retirement account (SIMPLE IRA) under sections 408(a) and 408(p) to provide for his or her retirement and for the support of his or her beneficia- ries after death.
Custodial Account AgreementCustodial Account Agreement • June 13th, 2019
The Client consents to SpareBank 1 SR-Bank ASA (henceforth called "the Bank") being designated the manager of the account (also called a "Nominee") of the Client's securities fund units pursuant to the Regulations to the Securities Trading Act of 21 December 2011 no 1467
This amended and restated Franklin Templeton 403(b) Custodial Account Agreement is effective January 1, 2009.Custodial Account Agreement • December 11th, 2008 • California
ARTICLE IINTRODUCTIONThis agreement (“Agreement”) sets forth the terms of the 403(b) Custodial Account (“Account”) established by Franklin Templeton Bank & Trust,F.S.B. (the “Custodian”) for the Account owner (the “Participant”).This Agreement is a contract designed to satisfy the requirements of Internal Revenue Code Sections 403(b)(7) and 1.403(b)-3. The Account shall be governed by this Agreement, the Information Sharing Agreement (between Custodian and the Employer or Third Party Plan Administrator) and the Employer Plan. In the event of a conflict between an Employer Instruction and a Participant’s instruction, the Custodian will honor the Employer’s instruction. In the event of a conflict between any provision in this Agreement and any provision in the Employer Plan, the Employer Plan will control. “EMPLOYER PLAN” means the Employer’s writtenplan which satisfies, in form and operation, the requirements of Code Sections 1.403(b)-1 through 1.403(b)-11 and under which the Account ma
CUSTODIAL ACCOUNT AGREEMENTCustodial Account Agreement • December 9th, 2022
Custodian: the Custodian for the Account Holder’s Custodial Account is New Direction Trust Company (NDTCO), a limited purpose trust company chartered under the laws of the state of Kansas.
Exhibit 14(a) CUSTODIAL ACCOUNT AGREEMENT (Under Section 408(a) of the Internal Revenue Code - Form 5305-A (Revised October 1992)) The Depositor (Contributor), whose name appears in the accompanying Application, is establishing a Parkstone Individual...Custodial Account Agreement • October 9th, 1996 • Parkstone Group of Funds /Oh/
