SIMPLE INDIVIDUAL RETIREMENT ACCOUNT (IRA) APPLICATION AND ADOPTION AGREEMENTSimple Individual Retirement Account (Ira) Application and Adoption Agreement • May 19th, 2020
Prefix First Name M.I. Last Name Suffix If Married, Maiden Name ( ) ( ) ( ) Daytime Telephone Evening Telephone Cell Phone Street Address (required) City State Zip Social Security Number U.S. Citizen Resident Alien Date of Birth
SIMPLE INDIVIDUAL RETIREMENT ACCOUNT (IRA) APPLICATION AND ADOPTION AGREEMENTSimple Individual Retirement Account (Ira) Application and Adoption Agreement • June 1st, 2012
To establish a SIMPLE Individual Retirement Account ("SIMPLE IRA"), please complete the Pacific Funds SIMPLE IRA Application and Adoption Agreement (the "Application"). The applicant's name must be that of an individual, not a business or trust. The SIMPLE IRA you establish with the Custodian is referred to in these forms and documents as "your SIMPLE IRA" or “custodial account", depending on the context. The Custodian of the SIMPLE IRA you establish pursuant to the Application must receive the complete name and address of your employer.
