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Please select only one. I want to establish a: A Traditional (Individual Contributory) IRA A Roth IRA A Rollover (Non-Contributory) IRA 2 3 A Simplified Employee Pension (SEP) IRA You must attach a copy of the employer s SEP plan document (e.g., 5305-SEP Plan Document). A Savings Incentive Match Plan for Employees (SIMPLE) IRA You must attach a copy of IRS Form 5305-SA, and either 5305-SIMPLE or 5304-SIMPLE. Money Market Account Choices Please select only one. (For a more complete d.

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