SIMPLE IRA Custodial AgreementSimple Ira Custodial Agreement • August 17th, 2009 • Massachusetts
The Participant whose name appears on the accompanying Application is establishing a Savings Incentive Match Plan for Employees of Small Employers Individual Retirement Account (SIMPLE IRA) under Sections 408(a) and 408(p) of the Internal Revenue Code, to provide for his or her retirement and for the support of his or her beneficiaries after death. The Custodian named on the accompanying Application has given the Participant the Disclosure Statement required under Regulations Section
