disclaimer is generally any statement intended to specify or delimit the scope of rights and obligations that may be exercised and enforced by parties in a legally recognized relationship  
1. Account Information

2. Bank Information

3. Contribution Information
*Minimum of $100 if monthly, $500 Quarterly/Annually

*All Contributions are applied to the current year unless we are notified via a separate Deposit Slip*

4. Signature and Acknowledgement
By my signature below, I confirm that I have read and consent to the terms of this document and I further acknowledge that I have read and consent to the terms of the New Account Application, Custodial Agreement (Form 5305, 5305-A, 5305-RA, 5305-SA, 5305-SEP, 5305-C or 5305-EA, as application, “collectively referred to as “5305” or 401K Plan Agreement (“Sponsored Plan”) as applicable, Fee Schedule, Account Disclosure Statement and any other documents that govern my Custodial Account or Sponsored Plan, as such documents are currently written, or as they may be amended from time to time, (the “Documents”), which are incorporated by reference herein. (In the event of a conflict between the Documents and the 5305 and/or Sponsored Plan applicable to my Custodial Account, the 5305 or Sponsored Plan shall govern). 

I hereby agree to the terms and conditions set forth in this form and acknowledge having established a Self-Directed Account through execution of the Account Application. I understand the rules and conditions applicable to contribute to my account. I assume complete responsibility for 1) determining that I am eligible to make a contribution to my Account; 2) ensuring that all contributions I make are within the limits set forth by the relevant sections of the Internal Revenue Code; and 3) the tax consequences of any contribution (including a rollover contribution) and distributions. I have been advised to see a tax advisor due to the important tax consequences of contributing to a self-direct account. 

Corporate Headquarters: New Vision Trust Company, 401 E. 8th Street, Suite 200R, Sioux Falls, South Dakota 57103

Onboarding New Clients and Referral Sources

Thank you so much for choosing American IRA LLC for your Self-Directed Retirement account needs. It is a great honor to serve you! Below are a few important notes about your client journey. We ask that you sign below.