Custodial AgreementSimple-Ira Custodial Agreement • January 14th, 2014 • Massachusetts
The participant whose name appears on the accompanying Application is establish- ing a savings incentive match plan for employees of small employers’ individual retirement account (SIMPLE-IRA) under Sections 408(a) and 408(p) of the Internal Revenue Code to provide for his or her retirement and for the support of his or her beneficiaries after death. The Custodian named on the accompanying Application has given the participant the Disclosure Statement required under Regulations Section 1.408-6. The participant and the Custodian make the following Agreement:
CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTSimple Ira Custodial Agreement • June 15th, 2021 • South Dakota
(April 2017) SIMPLE Individual Retirement Custodial Account Department of the Treasury (under Sections 408(a) and 408(p) of the Internal Revenue Code) Internal Revenue Service
ContractSimple Ira Custodial Agreement • March 6th, 2024 • Illinois
CUSTODIAL AGREEMENT & DISCLOSURE STATEMENTSimple Ira Custodial Agreement • February 25th, 2021 • South Dakota
(April 2017) SIMPLE Individual Retirement Custodial Account Department of the Treasury (under Sections 408(a) and 408(p) of the Internal Revenue Code) Internal Revenue Service
SIMPLE IRA CUSTODIAL AGREEMENTSimple Ira Custodial Agreement • February 3rd, 2020
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.
