UMB Bank, n.a. 403(b)(7) Custodial Account AgreementCustodial Account Agreement • September 19th, 2023
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.