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Roth Individual Retirement Annuity Endorsement
An individual (annuitant) and the issuer execute Form 5305-RB to establish a Roth individual retirement annuity (Roth IRA). It is a model annuity endorsement that meets the requirement of section 408A and is not filed with IRS.
Form #:   5305 RB
Agency:  Department of the Treasury
Bureau:  Internal Revenue Service
Common Name:   none
  TYPE PAGES SIZE (KB) CAPABILITY WHAT'S
NEEDED
pdf Both Form and Instructions 2 21 [3] Fillable + Printable Adobe Reader Download  

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