Custodial Agreement and Disclosure StatementCustodial Agreement and Disclosure Statement • August 17th, 2015
Notification of Amendment: As of September 1, 2015 the Custodial Agreement and Disclosure Statement has been updated to include the 2016 contribution limits. In addition Section 11.05 and 11.20 have been modified to permit the closure of accounts with a balance of $25 or less for a period of twelve (12) months and Section 11.09 has been modified to include verification of authorized activity.
Custodial Agreement and Disclosure StatementCustodial Agreement and Disclosure Statement • August 17th, 2015
Notification of Amendment: As of September 1, 2015 the Custodial Agreement and Disclosure Statement has been updated to include the 2016 contribution limits. In addition Section 11.05 and 11.20 have been modified to permit the closure of accounts with a balance of $25 or less for a period of twelve (12) months and Section 11.09 has been modified to include verification of authorized activity.