Simple Individual Retirement Custodial Account Agreement Sample Contracts

SIMPLE INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT
Simple Individual Retirement Custodial Account Agreement • January 31st, 2023

The participant named on the application 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 INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENT
Simple Individual Retirement Custodial Account Agreement • June 5th, 2018

The participant named on the application 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.

Sample 1
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