IRA Forms & Documents

UPDATED FOR SECURE ACT OF 2019!  The SIMPLE IRA Snap-Pac contains the SIMPLE IRA Application to Participate, Agreement, and Disclosure Statement, with a pre-completed Financial Disclosure and an individual projection. This form may be used by employees to establish their SIMPLE IRA to receive SIMPLE IRA plan contributions. This form is used with either the 5304- or 5305-SIMPLE Plan Snap-Pac. 4-Page, Snap-Apart, 8 1/2 x 11.


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