SIMPLE INDIVIDUAL RETIREMENT CUSTODIAL ACCOUNT AGREEMENTSimple Individual Retirement Custodial Account Agreement • May 21st, 2023
The participant named on the 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) to provide for his or her retirement and for the support of his or her beneficiaries after death.