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Page 1 of 14 TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA TIAA-CREF TRUST COMPANY, FSB INDIVIDUAL 403(b) CUSTODIAL AND RECORDKEEPING AGREEMENT WITH TIAA AS SCOREKEEPER ARTICLE I: DEFINITIONS
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How to fill out custodial and recordkeeping agreement
How to fill out custodial and recordkeeping agreement:
01
Begin by reviewing the custodial and recordkeeping agreement carefully to understand its terms and obligations.
02
Fill in your personal information, such as your name, address, and contact details.
03
Provide information about the custodial account, including the account number and the financial institution where the account is held.
04
Specify the purpose and objectives of the custodial account, whether it is for personal savings, education funds, retirement savings, or any other specific goal.
05
Determine the type of investments that can be made within the custodial account. This may include stocks, bonds, mutual funds, or other financial instruments.
06
Consider any special instructions or restrictions on the account, such as limitations on withdrawals or investment strategies.
07
Determine the custodian's responsibilities and compensation. This includes any fees or charges associated with the custodial services provided.
08
Evaluate the recordkeeping requirements outlined in the agreement. This typically includes maintaining accurate records of transactions, investments, and account balances.
09
Consider the tax implications of the custodial account and recordkeeping. Seek professional advice if necessary.
10
Sign and date the custodial and recordkeeping agreement, ensuring that all parties involved have read and understood the terms.
Who needs custodial and recordkeeping agreement:
01
Individuals who want to entrust their assets to a custodian for safekeeping and investment purposes may need a custodial and recordkeeping agreement.
02
Parents or legal guardians who want to establish a custodial account for their child's benefit may also require this agreement.
03
Businesses or organizations that hold assets on behalf of their clients or customers may need a custodial and recordkeeping agreement to define the terms of the arrangement.
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