Type of IRA. If no tax year is indicated, we will assume it is for the current tax year. Refer to disclosure statement for eligibility requirements and contribution limits. ❍ Traditional IRA Account ❍ For tax year ❍ IRA to IRA Transfer (please complete IRA Transfer Form) ❍ Rollover (shareholder had receipt of funds) ❍ Inherited IRA – Name of Decedent Date of Death Date of Birth ❍ IRA Rollover Account ❍ Rollover IRA to Rollover IRA ❍ Direct Rollover from qualified plan – complete any additional form(s) required by your Plan Administrator. Please check the type of qualified plan: ❍ Corporate ❍ Pension ❍ Profit Sharing Plan ❍ 401(k) ❍ 403(b) ❍ Other:
Appears in 3 contracts
Sources: Custodial Account Agreement, Custodial Account Agreement, Custodial Account Agreement