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515 E. 4500 S., G-200 Salt Lake City, UT 84107 Phone: (800) 454-2649 Fax: (877) 890-0929 IRA Intake Form 1. IRA Account Holder Information First Name Last Name Address 1 Address 2 City State Zip Social
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What is ira intake form?
The IRA intake form is a document used to gather information about an individual's Individual Retirement Account (IRA).
Who is required to file ira intake form?
Individuals who have an Individual Retirement Account (IRA) are required to file the IRA intake form.
How to fill out ira intake form?
To fill out the IRA intake form, you need to provide information such as your name, contact details, IRA account details, investment information, and beneficiary information.
What is the purpose of ira intake form?
The purpose of the IRA intake form is to collect necessary information about an individual's IRA for compliance and reporting purposes.
What information must be reported on ira intake form?
The IRA intake form typically requires reporting of information such as account details, contribution amounts, investment options, distribution information, and beneficiary details.
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