Under penalties of perjury, I certify that the information I have provided now and will provide in the future (including my social security number) is correct. I hereby agree to participate as the depositor (or Account Holder) in the retirement account offered by Kingdom Trust under the documents referenced herein. I acknowledge that I have followed the link provided on the prior page (also referenced here) and have received a copy of, read, understand and agree to be bound by the terms and conditions of the Form 5305-A, 5305-RA, 5305-SEP or 5305-SIMPLE Custodial Account Agreement and Disclosure Statement, this Standard Account Adoption Agreement, the current Fee Schedule in effect from time to time, the documents pertaining to my employer’s Savings Incentive Match Plan for Employees of Small Employers (SIMPLE), if applicable, and any other written documents and instructions that are in form and substance acceptable to Kingdom Trust which documents, collectively, are the documents under which this account is established and which set forth, among other things, the duties, limitations on duties and rights of the account holder and Kingdom Trust.
By clicking the get started button and proceeding further, I am digitally signing this Adoption Agreement, I also represent and warrant that all information provided by me or on my behalf is and will be true, correct and complete. I direct that my account be invested in accordance with my instructions and agree that such instructions will be given in a form and manner acceptable to Kingdom Trust. In the case of public securities and investments that are traded on a recognized exchange or “over the counter,” Kingdom Trust may also take instructions from my Account Designated Representative if there is one then serving. However, to minimize miscommunications and errors, the parties hereto agree that all communication with the custodian shall be handled through Kingdom Services. I further direct that all benefits upon my death be paid in accordance with the last properly completed and executed Beneficiary Designation that was delivered to Kingdom Trust prior to my death. In the event that this is a rollover contribution, I hereby irrevocably elect, pursuant to the requirements of Treasury Regulations Section 1.402(a)(5)-1T, to treat this contribution as a rollover contribution.