Transcription of MFS SIMPLE IRA Plan
{{id}} {{{paragraph}}}
Example: air traffic controller
MFS SIMPLE IRA Plan
Everything you need to open an accountMFS SIMPLE IRAE mployee Resource GuideMFS SIMPLE IRA PlanINSTRUCTIONSStep 1. Complete the MFS SIMPLE IRA Application (Form A).Step all checks payable to MFS Heritage trust Company. For SIMPLE IRA TransfersSend the transfer form (Form B) along with your application to MFS .For RolloversIf you are rolling over assets from another SIMPLE IRA, Traditional IRA, or Employer Sponsored retirement Plan within 60 days, mark Rollover check attached in Section 3 of the application and send the application with your check to sure to keep the MFS SIMPLE IRA Disclosure Statement, the Form 5305-S SIMPLE Individual retirement trust Account, and a copy of your application for your mailing addresses for all forms and checks areRegular mailMFS Service Center, Box 219341 Kansas City, MO 64121-9341 Overnight mailMFS Service Center, 219341430 W 7th StreetKansas City, MO 64105-1407If you have any questions about this form, please contact the MFS retirement Plan Service Department at 1-800-637-1255 any business day.
Sponsored Retirement Plan within 60 days, mark “Rollover check attached”in Section 3 of the application and send the application with your check to MFS. Be sure to keep the MFS SIMPLE IRA Disclosure Statement, the Form 5305-S SIMPLE Individual Retirement Trust Account, and a copy of your application for your records.
Loading..
Tags:
Information
Domain:
Source:
Link to this page:
Please notify us if you found a problem with this document: