Get Rabbi Trust Agreement - Td Ameritrade - Td Ameritrade Trust ...

The Rabbi Trust Agreement is a crucial document that facilitates the management of a non-qualified deferred compensation plan. This guide provides clear, step-by-step instructions to help you fill out the form online, ensuring you understand each component and its purpose.

Follow the steps to complete the Rabbi Trust Agreement efficiently.

1. Press the ‘Get Form’ button to access the Rabbi Trust Agreement form and open it in your preferred document editor.
2. Begin by entering the date of agreement in the designated blank space. You will need to write the day, month, and year where indicated.
3. In the first blank line, input the name of your Company as it will appear in the agreement. Make sure it is accurate and matches your official records.
4. Next, look for the section identifying the Trustee. Confirm that it states 'TD Ameritrade Trust Company' and is clear of any errors.
5. Formulate the specific Plan name to be included in the agreement. This is essential for clarity regarding the trust and its beneficiaries.
6. Proceed to enter the details regarding employer contributions in Article 2. Ensure you understand the conditions under which contributions will be made.
7. In Article 3, provide guidance on the distribution of benefits. This section requires particular attention to ensure compliance with the terms of the Plan.
8. If applicable, discuss the responsibilities in Article 4 about handling insolvency notifications and claimant rights.
9. Review Article 6, which states the powers and protections of the Trustee. Confirm no obligations are missed and are aligned with your trust's requirements.
10. Once all sections are filled out accurately, you can save your document, download it for your records, print it for signatures, or share it with relevant stakeholders.

Take the next step in managing your deferred compensation plan by completing the Rabbi Trust Agreement online today.