Common Contracts

4 similar Simple Ira Custodial Account Agreement contracts

SIMPLE IRA Custodial Account Agreement
Simple Ira Custodial Account Agreement • June 3rd, 2024 • New York

The Participant named above is establishing a savings incentive match plan for employees of small employers individual retirement account (SIMPLE IRA) under sections 408(a) and 408(p) to provide for his or her retirement and for the support of his or her beneficiaries after death.

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SIMPLE IRA Custodial Account Agreement
Simple Ira Custodial Account Agreement • April 10th, 2019 • New York

Form 5305-SA (Revised April 2017) under section 408(p) of the Internal Revenue Code (“Code”) The Participant named above is establishing a savings incentive match plan for employees of small employers individual retirement account (SIMPLE IRA) under sections 408(a) and 408(p) to provide for his or her retirement and

SIMPLE IRA Custodial Account Agreement
Simple Ira Custodial Account Agreement • December 7th, 2015 • New York

The Participant named above is establishing a savings incentive match plan for employees of small employers individual retirement account (SIMPLE IRA) under sections 408(a) and 408(p) to provide for his or her retirement and for the support of his or her beneficiaries after death.

SIMPLE IRA Custodial Account Agreement
Simple Ira Custodial Account Agreement • April 26th, 2015 • New York

Form 5305-SA (Revised April 2017) under section 408(p) of the Internal Revenue Code (“Code”) The Participant named above is establishing a savings incentive match plan for employees of small employers individual retirement account (SIMPLE IRA) under sections 408(a) and 408(p) to provide for his or her retirement and

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