Form 5305-A-SEP West Valley City Utah 2006-2025

Form 5305-A-SEP West Valley City Utah: What You Should Know

Of earnings are credited. You may not earn anything under this agreement. This form is a custodial agreement between you, an employer-sponsored individual retirement account (IRA) participant, and Vanguard Bank, N.A. (“Vanguard”). This is a separate agreement from the form you used to open your IRA and any SEP account. This agreement replaces a previous custodial agreement between Vanguard and you, which was terminated by Vanguard in February 2013. This agreement is effective until terminated. The agreement provides for a one-time distribution of the IRA balances to you if you fail to meet the requirements of Section 6033(f)(2) of the Code and the plan fails to close after you die. If you are under age 59 ½ at a time of your annuity beginning, you may make this distribution yourself by: The agreement provides for a one-time, lump sum cash distribution of the IRA assets to you. The agreement provides for a one-time, lump sum return of the IRA assets to your IRA custodian for the year of release if you meet the requirements of Section 6033(f)(2) and the plan fails to close after you die. The agreement provides that you may make this return at any time. As defined by Section  6012(b)(3)(B), the custodian must use an account-holding status that provides for a reasonable presumption that the custodian has custody over the assets; The custodian must make the distribution in accordance with Section 6033(f)(2); The custodian must give you written notice of the amount of the distribution no later than 12 weeks after its date. The notice must state what the assets represent, the amount of the distribution, the date you must be notified, and the right to revoke the notice at any time (but only if the written notification specifies that a revocation is not reasonably possible).

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