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TAXPAYER IDENTIFICATION NUMBER CERTIFICATION Under penalties of perjury I certify that the Social Security Number provided on this Application is my correct number. Signature of IRA Owner Required Date mm/dd/yyyy USAA TRADITIONAL / ROTH IRA Disclosure Statements and Custodial Agreements 49630-0714 Table of Contents USAA Traditional IRA Disclosure Statement USAA Roth IRA Disclosure Statement USAA Roth IRA Custodial Agreement Additional Provisions .

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There are three steps to establishing a SIMPLE IRA plan. Execute a written agreement to provide benefits to all eligible employees. Give employees certain information about the agreement. Set up an IRA account for each employee.

Employers who offer SIMPLE IRAs are obligated to include specific information on a plan participant's W-2 form. Salary deferral contributions are among the requirements that must be included on each employee's W-2. Employees report their annual contributions on Form 1040.

Generally, SIMPLE IRA plans can be established by any business with 100 or fewer employees who earned $5,000 or more in the preceding year, and which does not currently maintain any other retirement plan.

Our IRAs have no account fees or minimums to open1 and commission-free trades. If you haven't done so already, open a Fidelity traditional, rollover, or Roth IRA. It's quick and easy.

Go to Fidelity.com/openaccount or call 800-544-5373. Use this application to open a SIMPLE IRA. Do NOT use this form for Traditional, Rollover, Roth, SEP or Inherited IRAs, or to open a SIMPLE IRA for a minor or a ward. Type on screen or print out and fill in using CAPITAL letters and black ink.

Employees can choose a variety of investment options for their SIMPLE IRAs, including stocks, bonds, exchange-traded funds, mutual funds, and CDs. Employees do not need to meet a minimum investment in order to start a SIMPLE IRA.

Execute a Written Agreement. You can use Form 5304-SIMPLEPDF or Form 5305-SIMPLEPDF to set up a SIMPLE IRA plan. Each form is a model Savings Incentive Match Plan for Employees (SIMPLE) plan document.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232