IRA Forms & Documents

The 5304-SIMPLE Plan Snap-Pac, when combined with the 5304-SIMPLE Employee Notification/Salary Reduction Agreement, contains the precise language of IRS Model Form 5304-SIMPLE; and can be used by an employer to establish a SIMPLE IRA plan. This 5304-SIMPLE Plan Snap-Pac allows each employee to select the financial organization that will receive his or her SIMPLE IRA contributions. If imprinted, your organization's name and address will appear on the cover and both copies of the adoption agreement. 3-Page, Snap-Apart, 8 1/2 x 11.


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