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Simpleira

IRARolloveror Conversion Review for Traditional, Roth, and ...

... or any corrective distribution of certain SEP or SIMPLEIRA plan excess contributions. (For SIMPLEIRAs only) At least two years have passed since the date of the initial contribution to my SIMPLEIRA. ...

IRA Transfer Form

SIMPLEIRA funds cannot be transferred to a traditional IRAor converted toa Roth IRA within a two-year period that begins on the date of the initial contribution to your SIMPLEIRA.

Revenue Procedure 2002-10 - Opinion letters; prototype SEPs ...

26 CFR601.201: Rulings and determination letters. (Also, Part I, §§408,408A.) Rev. Proc. 2002-10 SECTION1. PURPOSE This revenue procedure provides (1) guidance to drafters of IRAs, SEPsand SIMPLEIRA plans; (2) guidance to users of Internal Revenue Service model IRAs and plans; and (3 ...

Savings Incentive Match Plan For Employees of Small Employers

Instructions for the Employer Which Employers May Establish and Maintain a SIMPLEIRA Plan? To establish and maintaina SIMPLE IRA plan, you must meet both of the following requirements: 1 .

The Vanguard SIMPLE IRA Employer Guide

Online Kit Contents Click the links below to move quickly through this document. Vanguard ® SIMPLEIRA Employer Guide Getting Started • Establishing a Vanguard SIMPLEIRA Plan • Managing Your SIMPLEIRA Plan Forms • 5305-SIMPLE • Vanguard SIMPLE IRA Plan Authorization • Vanguard SIMPLE ...

Simple IRA Company ACH Form

4. Investment Instructions for Salary Deferral Contributions Please review the enclosed listing of Putnam funds available for your SIMPLEIRA investment(s) and indicate below how each salary deferral contribution should be invested.

11CSDB_07FOR_IRADIRORTHLZ_00354.indd, IRADIRORTHLZ, Discover ...

SIMPLEIRA funds cannot be rolled or transferred to a traditional IRA or converted toa Roth IRA within a two-year period that begins on the date of the initial contribution to your SIMPLEIRA.

IRA Contribution Instructions

IRA Contribution Instructions for Traditional, Roth, and SIMPLEIRAs TRADITIONALIRA CONTRIBUTION IRA OWNER INFORMATION SIGNATURES ROTHIRA CONTRIBUTION SIMPLEIRA CONTRIBUTION EMPLOYER INFORMATION (See Additional Information included with this form.) (See Additional Information included with this ...

IRA Distribution Form for Traditional and SIMPLEIRAs

SIMPLEIRA funds cannot be rolled or transferred to a traditional IRAor converted toa Roth IRA within a two-year period that begins on the date of the initial contribution to your SIMPLEIRA.

DIRECT TRANSFERS

*SIMPLEIRA must have been established for at least two years. If your transfer is made prior to the 2-year holding period, the IRS will increase your tax from 10% to 25% of the amount distributed.