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! ! ! VIA IV Investments, LLC 42 South Washington Hillsdale, Illinois 60521 ! DISCRETIONARY ACCOUNT INVESTMENT ADVISORY AGREEMENT NOVELIST ACCOUNT ! ! Name and address of client ! ! Ladies and Gentlemen:
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How to fill out non-erisa account agreement
How to fill out a non-ERISA account agreement:
01
Start by reviewing the document: Carefully read through the non-ERISA account agreement to understand its terms and conditions. Ensure that you have a clear understanding of the agreement's purpose and requirements.
02
Provide personal information: Fill in your personal information accurately, including your full name, address, telephone number, and email address. It is essential to provide correct and up-to-date information to avoid any future complications.
03
Identify the account type: Specify the type of non-ERISA account you are applying for. This could include a non-ERISA 401(k), an IRA, or any other applicable account type specified in the agreement.
04
Select investment options: In the agreement, you may be asked to choose from various investment options available for your non-ERISA account. Carefully review the available choices and select the ones that align with your financial goals and risk tolerance.
05
Designate beneficiaries: If applicable, designate beneficiaries for your non-ERISA account. These could be individuals or entities that will receive the account's assets in the event of your passing. Provide their full names, addresses, and contact details.
06
Review and acknowledge terms: Thoroughly read all the terms and conditions stated in the non-ERISA account agreement. Ensure that you understand your rights and responsibilities as an account holder. If you have any questions or concerns, seek clarification from the account provider before proceeding.
07
Signature and date: Sign and date the agreement to indicate your acceptance and agreement to its terms. By signing the document, you acknowledge that you have read and understood the terms and conditions and agree to abide by them.
Who needs a non-ERISA account agreement?
A non-ERISA account agreement is necessary for individuals or businesses seeking to establish retirement accounts or other investment accounts that are exempt from the Employee Retirement Income Security Act (ERISA). This may include self-employed individuals, small business owners, or those who do not meet the ERISA eligibility criteria.
Non-ERISA accounts allow for greater flexibility in investment options and contribution limits compared to ERISA-governed plans. However, it is important to consult with a financial advisor or legal professional to determine if a non-ERISA account is appropriate for your specific circumstances.
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What is non-erisa account agreement?
A non-ERISA account agreement is a contract outlining the terms and conditions for a retirement account that is not covered by the Employee Retirement Income Security Act of 1974 (ERISA).
Who is required to file non-erisa account agreement?
Financial institutions and individuals offering retirement accounts that are not subject to ERISA regulations are required to file non-ERISA account agreements.
How to fill out non-erisa account agreement?
To fill out a non-ERISA account agreement, one must provide details about the account holder, beneficiary information, investment options, and terms of the agreement.
What is the purpose of non-erisa account agreement?
The purpose of a non-ERISA account agreement is to establish the rights and responsibilities of the parties involved in a retirement account that is not governed by ERISA regulations.
What information must be reported on non-erisa account agreement?
Information such as account holder details, beneficiary information, investment options, and terms of the agreement must be reported on a non-ERISA account agreement.
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