Transcription of Self-Directed SIMPLE IRA Employer Packet
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Self-Directed SIMPLE IRA Employer Packet
LGL-7648A-A AgreementDisclosure Statement and AppendixSchedule of Fees for Individual Retirement AccountsPrivacy NoticeRevenue Sharing Disclosure5304- SIMPLE IRA Plan General InformationContribution Transmittal (optional for contribution deposits)Salary Reduction Agreement (retained by client s payroll area)Summary Plan Description and Employer Contribution Notice5304- SIMPLE IRA Adoption AgreementSelf-directed SIMPLE ( Employer ) IRA PacketThis page is intentionally left REV. OCT 2015 PAGE 1 OF 6 Custodial Agreement is incorporated into and is part of the Individual Retirement account Authorization form (collectively Agreement ) signed by me (collectively the Depositor, the Client, me, my, and I ) and constitutes a binding contract between Edward D. Jones & Co., (collectively, Edward Jones and Custodian ), and me. I represent that I have read and understand the Agreement and agree to be bound by its terms as well as the separate disclosures and notices referenced in and/or provided with this Agreement.
LGL-7452C-A REV. OCT 2015 PAGE 1 OF 6 www.edwardjones.com This Custodial Agreement is incorporated into and is part of the Individual Retirement Account Authorization Form (collectively
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