SIMPLE-IRA Plan Agreements

Purpose of Form: This plan agreement booklet set includes beneficiary provisions, disclosure statement, financial disclosure as well as thorough instructions. The application is a 2-part form that includes financial projections on the reverse side.

This form can be imprinted. Call 800-346-3961 for details.

Package contains 25 forms. Call for quantity pricing or for imprint orders.

SIMPLE Trust Booklet Set

Purpose of Form: This set offers the same features as the #940 and provides the appropriate language for opening a "trust" IRA plan. (In case of a trust IRA, the financial projection is used only when the initial SIMPLE-IRA investment is one whose earnings can be reasonably projected.) For those institutions choosing to offer trust IRA plans, the CWF #41-R makes opening easy.

This form can be imprinted. Call 800-346-3961 for details.

Package contains 25 forms. Call for quantity pricing or for imprint orders.

SIMPLE Self-Directed Booklet Set

Purpose of Form: Many financial institutions are finding the self-directed IRA the best way to offer the most competitive SIMPLE-IRA investment options, for those customers willing to accept greater risk for greater earnings potential. The same easy-to-use features found in the #940 and #941 Forms are combined with expanded document language covering investments, commissions, fees, financial projections and other regulatory provisions, to make the #942 a superior choice for opening self-directed IRA plans.

This form can be imprinted. Call 800-346-3961 for details.

Package contains 25 forms. Call for quantity pricing or for imprint orders.