SECTION 1 | Employer Information
SECTION 2 | IRA Effective Dates
SECTION 3 | Eligibility Requirements (5305-SEP Article I and II)
SECTION 4 | Employer Signature
SECTION 5 | Type of Account and Title
SECTION 6 | IRA Account Owner Information
SECTION 7 | Automatic Contribution (not applicable to Inherited IRAs)
SECTION 8 | Beneficiary Designation Information
SECTION 9 | Spousal Consent
SECTION 6 | Interested Party Designation
SECTION 12 | Preferred Trust Company Disclosure Statement
SECTION 13 | Preferred Trust Company Custodial Agreement
SECTION 10 | Preferred Trust Company Fee Schedule
SECTION 15 | Acknowledgement Signatures
© 2022 Preferred Trust Company, LLC.
Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST COMPANY, LLC “Preferred Trust” 2140 E Pebble Road | Suite 140 | Las Vegas, NV 89123 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR1002.