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Save time and money by combining several forms into one easy-to-use document. The SIMPLE IRA Organizer is available for custodial accounts (including self-direction) and trust accounts. This Organizer helps you collect necessary information about your SIMPLE IRA owner, and supplies the IRS model Form 5305-S or Form 5305-SA to establish the SIMPLE IRA. It includes a disclosure statement and financial projection, and helps you document your SIMPLE IRA owners' beneficiary designations and accept the initial contribution. |
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SIMPLE IRA Organizers are available for custodial and trust accounts and they help collect necessary information about the SIMPLE IRA owner. Includes Form 5305-S or 5305-SA.
SIMPLE_IRA_Organizers.xml
