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Open A SIMPLE IRA
To Open a SIMPLE IRA
(Savings Incentive Match Plan for Employees of Small Business)
Individual Retirement Custodial Account (Individual or Spousal)
You will need to complete the following forms:
| Account Type | Required Forms |
|---|---|
| SIMPLE IRA
SIMPLE IRA Forms Kit | Account Application |
| IRA Resources Fee Disclosure | |
| 5305-Simple (Simple IRA Disclosure) | |
| Optional IRA Rollover Form IRA Transfer Form | |
IRA Resources, Inc.
6825 La Jolla Blvd La Jolla, CA 92037 |  | Phone: 888 322-6534 Phone: 858 459-1212 Fax: 858 459-6565 |
