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R O T H I R A A P P L I C AT I O N ASSET CUSTODY SERVICES General Instructions Use these instructions to complete the Self-Directed Roth IRA Application. Purpose of this form. This form is required

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Section 2 account owner refers to the individual or entity who holds ownership and control of a particular account.

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Any financial institution or entity that is subject to reporting requirements must file section 2 account owner.

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