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Fidelity Destiny Roth IRA Custodial Agreement
Under Section 408A of the Internal Revenue Code
The Depositor whose name appears on the accompanying Application is establishing a Roth individual retirement
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What is roth ira custodial agreement?
A Roth IRA custodial agreement is a legal document outlining the rules and regulations governing a Roth IRA account.
Who is required to file roth ira custodial agreement?
The account holder or custodian of the Roth IRA account is required to file the custodial agreement.
How to fill out roth ira custodial agreement?
The Roth IRA custodial agreement can be filled out by providing personal information, investment choices, and beneficiary designations.
What is the purpose of roth ira custodial agreement?
The purpose of the Roth IRA custodial agreement is to establish the terms and conditions of the account, including contribution limits, distribution rules, and investment options.
What information must be reported on roth ira custodial agreement?
The Roth IRA custodial agreement must include the account holder's personal information, investment choices, and beneficiary designations.
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