Common Contracts
1 similar Adoption Agreement contracts
SIMPLE INDIVIDUAL RETIREMENT ACCOUNT (IRA) APPLICATION AND ADOPTION AGREEMENTAdoption Agreement • June 1st, 2012
To establish a SIMPLE Individual Retirement Account ("SIMPLE IRA"), please complete the Pacific Funds SIMPLE IRA Application and Adoption Agreement (the "Application"). The applicant's name must be that of an individual, not a business or trust. The SIMPLE IRA you establish with the Custodian is referred to in these forms and documents as "your SIMPLE IRA" or “custodial account", depending on the context. The Custodian of the SIMPLE IRA you establish pursuant to the Application must receive the complete name and address of your employer.
