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E. 1. Account Owner SSN/TIN must be account owner s, not employer s. First Name M.I. Date of Birth MM DD YYYY Last Name Social Security or Taxpayer ID Number Email Evening Phone Daytime Phone Extension Legal / Residential Address Provide the address used for tax reporting. Cannot be a P.O. Box, mail drop, or c /o. Address City State ZIP Mailing Address Same as legal / residential address Default if no other information is indicated below. Address City State ZIP Citizens.

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Fidelity's Savings Investment Match Plan for Employees (SIMPLE IRA) makes it easier for self-employed individuals and small businesses with 100 or fewer employees to offer tax-advantaged retirement plans.

SIMPLE IRA assets may be transferred or rolled over to another SIMPLE IRA at any time. SIMPLE IRA assets may also be moved to other tax-qualified savings arrangements but generally not until the two-year waiting period that begins with the first SIMPLE IRA contribution has passed.

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.

There are three steps to setting up a SIMPLE IRA plan: Pick the type of SIMPLE IRA plan you want to use by filing either IRS Form 5305-SIMPLE (if you're depositing contributions at a designated financial institution) or IRS Form 5304-SIMPLE (if employees are permitted to choose a financial institution for the account).

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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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
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
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