Get Simple Ira Application Booklet - Goldman Sachs Asset Management

Filling out the Simple IRA Application Booklet from Goldman Sachs Asset Management is an essential step in establishing your retirement account. This guide provides a thorough, step-by-step process to help you complete the application accurately and efficiently.

Follow the steps to successfully complete the application.

1. Click the ‘Get Form’ button to obtain the application booklet and open it in your browser for easy access.
2. Enter your personal information in the designated fields. Ensure that you provide your full name, social security number, and contact details such as your daytime and evening phone numbers.
3. Complete the source of wealth field by specifying how you acquired the funds, such as through employment or investments.
4. Indicate your residential address accurately, including street, city, state, and zip code. If your mailing address differs, provide that information as well.
5. Select the type of SIMPLE IRA account you wish to establish: New Contributory SIMPLE IRA, SIMPLE IRA Rollover, SIMPLE IRA Direct Transfer, or SIMPLE IRA DFI Transfer.
6. Fill out the employer information section with your current employer’s name, address, and contact details.
7. Select your Goldman Sachs Fund preferences. Specify the fund name, fund number, and contribution amounts or percentages, ensuring the total equals 100%.
8. Read and understand the annual custodial fee of $10 and decide whether to prepay this amount.
9. Complete the beneficiary designation section, naming your primary and contingent beneficiaries. Ensure to include any necessary information and signatures.
10. Review and sign the investor signature section, certifying the accuracy of the information provided.
11. Finally, submit the completed application as instructed, keeping a copy for your records. If applicable, include the transfer form and send it to your employer.
12. Upon finishing, you may choose to save your changes, download a copy, print the form, or share the document with relevant parties.

Complete your application for the Simple IRA online today and secure your financial future.