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Agreements

 

  1. Traditional IRA Custodial Agreement (TCA)

  2. ROTH IRA Custodial Agreement (CUA)

  3. SIMPLE IRA Custodial Agreement (SCA)

  4. SIMPLE IRA Employer Agreement (SEA) : Must be completed by the employer and submitted with your SIMPLE Account Application

  5. SEP IRA Employer Agreement (SEP) : Must be completed by the employer and submitted with your SEP Account Application

  6. Coverdell ESA Custodial Agreement (ECA)