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Form 5305-SA Bend Oregon: What You Should Know

Roth IRA Disclosures for Wells Fargo You can get a document showing the Roth IRA custodial agreement created by the same custodian for the same account by calling. Then you can fill a document indicating the Roth IRA custodial agreement for the account created by the same custodian to the same extent as described in Form RRD411EZ, RRD411-RSP, or Form RRD411-PF. Form 5304 — The custodial agreement for Roth IRA account and account related documentation You can get form 5304-S from a custodian. Fill this part with form 5305-S for the custodian provided the custodial agreement of your Roth IRA provides the document needed and that the custodian is a “qualified custodian.” If you choose not to have the custodian be a qualified custodian, then the custodian must be: The custodian is licensed to operate a custodial account or service under state law.  The custodian is not an estate, partnership, or similar organization that was chartered for the sole purpose of custodial managing the funds under your account.  The custodian has not filed bankruptcy, liquidated, or ceased to be eligible to engage in business.  The custodian does not deal, directly or indirectly, with any account holder of your Roth IRA as the holder of that account.  If you receive a notice from the IRS, the notice must clearly state that a custodial account or service under the agreement is subject to the 1040EZ. If a custodian is not listed among the qualified custodians and the notice does not state that a custodian is subject to the 1040EZ, the custodian must be reported as having failed to provide that information or to properly submit the account or service and the agreement cannot be certified if you file. The IRS will approve the custodian in the case of a request from the IRS for documentation to be supplied to the IRS. If there is a dispute regarding whether the custodian is a qualified custodian, you can ask the IRS to resolve the dispute. It does not help you to send the request for additional information from the custodian.

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