403(b)(7) Custodial Account Agreement Sample Contracts
UMB Bank, n.a. 403(b)(7) Custodial Account Agreement403(b)(7) Custodial 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.
Contract403(b)(7) Custodial Account Agreement • April 13th, 2024 • Delaware
No information provided by the Virtus Mutual Funds shall be considered to be or is advice on which you may rely as the primary basis for my investment decisions. You need to make your own decisions, with whatever third-party advice you wish to obtain. By establishing an account and/or investing, you will be deemed to have expressly confirmed that none of Virtus Mutual Funds, their distributor, their transfer agent, and their affiliates, has made or is making a recommendation, or has provided or is providing investment advice of any kind whatsoever (whether impartial or otherwise), or is giving any advice in a fiduciary capacity with any decision you may make to invest or otherwise proceed with Virtus Mutual Funds.
Contract403(b)(7) Custodial Account Agreement • March 1st, 2024
The Participant hereby requests that the Plan Provider establish a separate recordkeeping account (the “Account”) within the Plan established by the Employer. The Plan Provider has agreed to establish a Custodial Account on behalf of the Participant with AdvisorTrust, Inc., (“Custodian”), a trust company under the laws of the State of South Dakota. The Plan Provider and Custodian agree to furnish system and account services to the Participant on the terms and conditions set forth below. The Custodian has no investment discretion and provides no investment advice with respect to the recordkeeping account or the Custodial Account.
EXHIBIT 99.B14(C) THE GREEN CENTURY FUNDS 403(B)(7) CUSTODIAL ACCOUNT AGREEMENT THE GREEN CENTURY FUNDS 403(b)(7) CUSTODIAL ACCOUNT AGREEMENT This 403(b)(7) custodial account agreement is established between the Employee whose name appears on the...403(b)(7) Custodial Account Agreement • October 28th, 1998 • Green Century Funds
GWN Marketing Inc.403(b)(7) Custodial Account Agreement • October 8th, 2008