Get Bruce Simple Ira Application061609.doc

Filling out the Bruce Simple IRA Application online is a straightforward process that allows you to open a SIMPLE IRA. This guide provides step-by-step instructions to ensure you complete the application accurately and efficiently.

Follow the steps to successfully complete the online application.

1. Press the 'Get Form' button to retrieve the Bruce Simple IRA Application and open it in your preferred document editor.
2. Begin by entering your personal information in Part I: Investor Information. Fill in your name, date of birth, Social Security Number or Tax Identification Number, and your physical address (a P.O. Box cannot be used). Complete all required fields to avoid delays in processing.
3. Continue to the Employer's Information section to provide details about your employer, including the employer's name, contact person's name, and the Employer Identification Number (EIN). Fill in the mailing address and contact phone numbers as required.
4. In Part II, select your source of funds for the SIMPLE IRA contribution. You can choose from options such as elective deferral, employer match, or direct transfer, and enter the respective amounts and tax year for each contribution type.
5. Next, indicate your investment selection in Part III. Typically, this includes information about the investment fund you are selecting, such as the 'Bruce Fund.' Provide the total investment amount as specified.
6. Move on to Part IV: Beneficiary Designation. Here, you must designate your beneficiaries, specifying whether they are primary or contingent. Include their relationship to you, share percentage, and Taxpayer ID Number if applicable.
7. If required, complete the spousal consent section in Part VII if you have designated a beneficiary other than your spouse. Ensure you have the consent and signatures necessary for compliance.
8. Review and sign the application in Part VIII, affirming the accuracy of your provided information. It is essential for the IRA owner to sign to proceed with the application process.
9. After completing the document, save your changes. You can download, print, or share the filled-out form as needed.

Begin filling out your Bruce Simple IRA Application online today to secure your financial future.