Fidelity SIMPLE IRA

1 of 5 Questions? Go to or call SIMPLE IRA Company ProfileUse this form to provide information about your company to Fidelity . To establish a new Fidelity SIMPLE IRA Plan, you will need to complete and return this Company Profile form and the Adoption Agreement to Fidelity . Please note: If your company is incorporated, you will also need to complete and return the Fidelity SIMPLE IRA Corporate Resolution form to Fidelity . Type on screen or fill in using capital letters and black to Know This form should be completed by an officer or owner of your company, who has the authority to transact business with Fidelity on behalf of your company s SIMPLE IRA Plan. Fidelity will designate this person as the Primary Authorized Individual for your company s SIMPLE IRA Plan. The Primary Authorized Individual can also designate Additional Authorized Individuals in Section 3.

CAPITAL letters and black ink. Helpful to Know • This form should be completed by an officer or owner of your company, who has the authority to transact business with Fidelity on behalf of your company’s SIMPLE IRA Plan. Fidelity will designate this person as the Primary Authorized Individual for your company’s SIMPLE IRA Plan.

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