Qualifying Trusts. If you name a qualifying trust, which is defined waive withholding or elect to have greater than 10 percent withheld. in Treasury Regulations, as your SIMPLE IRA beneficiary, the Annual Statements. Each year we will furnish you and the IRS with excise tax applies each year that the excess contribution remains in statements reflecting the activity in your SIMPLE IRA. You and the IRS your SIMPLE IRA.
Appears in 11 contracts
Samples: Simple Ira Custodial Account Adoption Agreement, Simple Ira Custodial Account Adoption Agreement, Simple Ira Custodial Account Adoption Agreement
