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Fillable Custodial Agreement/Disclosure Statement ( PDF ) - Fidelity

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THE FIDELITY SIMPLE-IRA PLAN SIMPLE-IRA Custodial Agreement The participant whose name appears on the accompanying Application is establishing a savings incentive match plan for employees of small employers' individual retirement account (SIMPLE-IRA) under Sections 408(a) and 408(p) of the Internal Revenue Code to provide for his or her retirement and for the support of his or her beneficiaries after death. The...
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