Simple IRA Resources

The latest version of the complete SIMPLE IRA - Custodial Disclosures is available for you to view or print:

• SIMPLE IRA agreement & disclosures (PDF)

Related disclosures provided at account opening:

• Disclosure statement (PDF)
• Salary Reduction Agreement form (PDF)
• Disclosure statement appendix (PDF)
• Schedule of fees (PDF)
• Privacy Notice (PDF)
• Revenue Sharing disclosure (PDF)
• 5304-SIMPLE IRA Plan (PDF)
• IRS 5304 Adoption Agreement (launches a new window to the IRS website)