Your SIMPLE IRA Documents. This Internal Revenue Service 8.08
Your SIMPLE IRA Documents. This Internal Revenue Service in accordance with the laws of, and venued in, our state of domicile. (IRS) Forms 5305 series agreement for SIMPLE IRAs, amendments, 8.09 Disqualifying Provisions. Any provision of this agreement that application, beneficiary designation, disclosure statement, and other would disqualify the SIMPLE IRA will be disregarded to the extent documentation, if any, set forth the terms and conditions governing necessary to maintain the account as a SIMPLE IRA.
Your SIMPLE IRA Documents. This Internal Revenue Service (IRS) Forms 5305 series agreement for SIMPLE IRAs, and any amendments or additional provisions to such agreement (the "Agreement") set forth the terms and conditions governing your Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) individual retirement account (IRA) and your relationship with us. This agreement is accompanied by a disclosure statement, which sets forth various SIMPLE IRA rules in simpler language, a financial disclosure, and may be accompanied by other documents such as an application, beneficiary designation, or our procedures for withdrawal.
Your SIMPLE IRA Documents. This Internal Revenue Service (IRS) Forms 5305 series agreement for SIMPLE IRAs, amendments, application, beneficiary designation, disclosure statement, and other documentation, if any, set forth the terms and conditions governing your Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) individual retirement account (IRA) and your relationship with us. Articles I through VII of the IRS 5305 agreement have been reviewed and approved by the IRS. The disclosure statement sets forth various SIMPLE IRA rules in simpler language. Unless it would be inconsistent to do so, words and phrases used in this document should be construed so the singular includes the plural and the plural includes the singular.
