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Worthington Funds State Street Bank and Trust Company Individual Retirement Custodial Account Adoption Agreement I, the person signing this Adoption Agreement (hereinafter called the “Depositor

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1. Start by gathering all necessary documents, such as identification, tax information, and any relevant financial statements.
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Worthington Funds refers to a fund management company that offers various investment products to investors.

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To fill out Worthington Funds, companies need to provide detailed financial information and reports on their investments.

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The purpose of Worthington Funds is to provide investors with opportunities to invest in different financial products and securities.

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Information such as asset allocation, performance data, fees, and expenses must be reported on Worthington Funds.

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