Common Contracts

1 similar Simple Ira Adoption Agreement contracts

Hartford Funds SIMPLE IRA Adoption Agreement Non-Designated Financial Institution Plan
Simple Ira Adoption Agreement • March 25th, 2015

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. In some cases, Federal law also requires us to verify and record information that identifies the natural persons who control and beneficially own a legal entity that opens an account.

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