Common use of Type of IRA Clause in Contracts

Type of IRA. (Check only one; use a separate form for each type of account) Traditional IRA Rollover IRA SEP-IRA* (must attach Employer’s IRS Form 5305-SEP) ▇▇▇▇ ▇▇▇ Inherited IRA Inherited ▇▇▇▇ ▇▇▇ For SEP-IRA* only: Employer Information Employer’s Name Telephone | | | Employer’s Address City State Zip Code

Appears in 6 contracts

Sources: Traditional, Sep and Roth Ira Application and Adoption Agreement Investor Class Shares, Traditional, Sep and Roth Ira Application and Adoption Agreement Class a Shares, Traditional, Sep and Roth Ira Application and Adoption Agreement Class a Shares

Type of IRA. (Check only one; use a separate form for each type of account) Traditional IRA Rollover IRA SEP-IRA* IRA1 (must attach Employer’s IRS Form 5305-SEP) ▇▇▇▇ ▇▇▇ Inherited IRA Inherited ▇▇▇▇ ▇▇▇ 1 For SEP-IRA* IRA only: Employer Information Employer’s Name Telephone | | | Employer’s Address City State Zip Code

Appears in 1 contract

Sources: Traditional, Sep and Roth Ira Application and Adoption Agreement