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The American University in Cairo Custodial Retirement PlanSummary Plan Description Reflecting the Plan as Amended through January 1, 20138104437v.8This document is a summary of the American University

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What is custodial retirement plan?

A custodial retirement plan is a type of retirement account where the assets are held in custody by a financial institution or custodian.

Who is required to file custodial retirement plan?

Employers or individuals who have custodial retirement plans for themselves or their employees are required to file.

How to fill out custodial retirement plan?

To fill out a custodial retirement plan, you will need to provide information about the account holder, the custodian, and the assets held in the account.

What is the purpose of custodial retirement plan?

The purpose of a custodial retirement plan is to provide a tax-advantaged way for individuals to save for retirement.

What information must be reported on custodial retirement plan?

Information that must be reported on a custodial retirement plan includes details of contributions, withdrawals, and investment earnings.

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