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#2242643 - 09/17/20 08:22 PM Banker to Sign IRA Docs???
burkemi Offline
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Joined: Nov 2013
Posts: 549
Is there any reason that a Banker must sign IRA documentation when a customer opens an IRA? This question has come up and I've answered that I can't think of any reason why a bank MUST sign. Can anyone think of reason why a banker would need to?

For a little more info...

Our forms have a few places for a bank representative. We would like to prefill these with text, rather than an often illegible signature.
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#2242648 - 09/17/20 08:54 PM Re: Banker to Sign IRA Docs??? burkemi
rlcarey Online
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rlcarey
Joined: Jul 2001
Posts: 83,336
Galveston, TX
You might want to check with your legal counsel. I think it is pretty customary that a representative of the custodian sign a custodial agreement.
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#2242651 - 09/17/20 09:15 PM Re: Banker to Sign IRA Docs??? burkemi
burkemi Offline
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Joined: Nov 2013
Posts: 549
Thanks Randy.
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