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March 2002) Department of the Treasury Internal Revenue Service Name of depositor Roth Individual Re

March 2002) Department of the Treasury Internal Revenue Service Name of depositor Roth Individual Re-2025

March 2002) Department of the Treasury Internal Revenue Service Name of depositor Roth Individual Re Preview on Page 1

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The document is Form 5305-RA, a model custodial account agreement for establishing a Roth Individual Retirement Account (IRA) under section 408A of the Internal Revenue Code. It outlines the terms and conditions for contributions, including annual limits based on age and income, investment restrictions, distribution rules upon the depositor's death, and reporting requirements. The form must be executed by both the depositor and custodian but is not to be filed with the IRS.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the 'Name of depositor' in the designated field. Ensure that this is your full legal name as it appears on official documents.
Next, input your 'Date of birth' and 'Social security number'. These fields are crucial for identification and tax purposes.
Fill in your 'Address' accurately. This information is necessary for correspondence regarding your Roth IRA.
If applicable, check the box indicating if this form is an amendment. This helps clarify any changes made to your original agreement.
Complete the sections for the custodian's details, including their name and address. This identifies who will manage your account.
Review Articles I through IX carefully, ensuring you understand contribution limits and distribution rules before signing.
Finally, sign and date the form at the bottom where indicated for both the depositor and custodian.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Is Roths IRA contribution reported to the IRS?

(13) Statement of Requirement: The Roth IRA is organized and operated for the exclusive benefit of the individual, Code 408A and 408(b).

What is the full name for the IRA?

The Official Irish Republican Army or Official IRA (OIRA; Irish: glaigh na hireann) was an Irish republican paramilitary group whose goal was to remove Northern Ireland from the United Kingdom and create a workers republic encompassing all of Ireland.

How much is a Roth IRA per month?

Roth and traditional IRA contribution limits Know your contribution limits. The maximum amount you can contribute to a traditional IRA or Roth IRA (or combination of both) in 2024 is $7,000. So thats about $583 a month. If youre age 50 or over, the IRS allows you to contribute up to $7,500 annually (or $625 a month).

What does department of the treasury internal revenue service mean?

A Roth IRA differs from a traditional IRA in several ways. Contributions to a Roth IRA arent deductible (and you dont report the contributions on your tax return), but qualified distributions or distributions that are a return of contributions arent subject to tax.

What is a Roth IRA also called?

Known as an individual retirement arrangement by the IRS, the primary benefit of a Roth IRA is that your contributions and the earnings on those contributions can grow tax-free and be withdrawn tax-free after age 59, assuming the account has been open for at least five years.

How do I find Roth IRA in my name?

How to Find a Lost IRA Check your federal tax returns. If you received any tax deductions related to an IRA, this would be reflected on previous tax returns, including the name of the financial institution where the IRA was kept. Review old bank statements. docHub out to former employers. Contact financial institutions.

What is the full name of the Roth IRA?

The Internal Revenue Service (IRS) administers and enforces U.S. federal tax laws.

March 2002) Department of the Treasury Internal Revenue Service Name of depositor Roth Individual Re-2025

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