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Print Reset Save Questions? Go to Fidelity.com/openaccount or call 1-800-544-6666. New Fidelity Account SIMPLE IRA Use this application to open a SIMPLE IRA. Do NOT use this form for Traditional,

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What is custodial agreement and disclosure?

Custodial agreement and disclosure refer to a legal document signed between a custodian and a beneficiary, outlining the terms and conditions of the custodial relationship and disclosing relevant information about the assets held in custody.

Who is required to file custodial agreement and disclosure?

The custodian is required to file the custodial agreement and disclosure.

How to fill out custodial agreement and disclosure?

To fill out a custodial agreement and disclosure, the custodian needs to provide the required information about the custodial relationship, assets held, and any other relevant details as per the regulatory guidelines.

What is the purpose of custodial agreement and disclosure?

The purpose of a custodial agreement and disclosure is to establish a transparent custodial relationship, ensure the proper handling of assets held in custody, and provide essential information to the beneficiary regarding the custody arrangement.

What information must be reported on custodial agreement and disclosure?

The custodial agreement and disclosure must report information such as the identities of the custodian and beneficiary, details of the assets held in custody, terms and conditions of the custodial relationship, and any other required disclosures.

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