Form 5305-R Roth Individual Retirement Trust Account {5305-R}

Form 5305-R (Rev. April 2017), Roth Individual Retirement Trust Account (Under section 408A of the Internal Revenue Code), this form is a model trust account agreement that meets the requirements of section 408A. However, only Articles I through VIII have been reviewed by the IRS. A Roth individual retirement account (Roth IRA) is established after the form is fully executed by both the individual (grantor) and the trustee. This account must be created in the United States for the exclusive benefit of the grantor and his or her beneficiaries. www.FormsWorkflow.com