Rev. March 2012
This document outlines the instructions for designated financial institutions to complete Form 5305-SIMPLE. The form is used for a Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) Individual Retirement Account (IRA). The financial institution agrees to maintain IRAs on behalf of all individuals receiving contributions under the plan, receive and deposit all contributions made pursuantant to the SIMPLE IRA plan, and transfer a participant's balance in a SIMPLE IRA upon request.
Form 5305-SIMPLE is one of Tax forms that are documents used to report information related to taxes to the relevant tax authority. There are various types of tax forms, including federal, state, and local tax forms, which can vary depending on the taxpayer's circumstances and location.
The easiest way to fill Form 5305-SIMPLE online
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