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Retirement Guides & Custodial Agreements

Please Note: Our files are provided in Adobe Acrobat (PDF) format. If you are unsure of how to view or print them, please refer to the Help section.

Roth IRA Custodial Agreement Retirement Accounts Guide

Download this document to learn more about your Retirement options available from U.S. Global Investors.
Roth IRA Custodial Agreement Roth IRA Custodial Agreement

Download this document to learn more about establishing a Roth Individual Retirement Account. The Plan Document contains the rules you must follow to gain the tax benefits of a Roth IRA.

Coverdell Education Savings Account Custodial Agreement Coverdell Education Savings Account Custodial Agreement

Download this document to learn more about establishing a Coverdell Education Savings Account (ESA) for a Designated Beneficiary. This document contains the rules you must follow to gain the tax benefits of an ESA.
Individual Retirement Plan and Custodial Account Agreement Individual Retirement Plan and Custodial Account Agreement
Download this document to learn more about establishing an Individual Retirement Account (‘‘IRA’’). This document contains the rules you must follow to gain the tax benefits of an IRA.
SIMPLE Individual Retirement and Custodial Account Agreement SIMPLE Individual Retirement and Custodial Account Agreement

Download this document to learn more about establishing a SIMPLE Individual Retirement Account. This document contains the rules you must follow to gain the tax benefits of a SIMPLE IRA.
403(b) Custodial Account Agreement 403(b) Custodial Account Agreement

Download this document to learn more about establishing a 403(b) Custodial Account. This document contains the rules you must follow to gain the tax benefits of a 403(b) Custodial Account.