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Columbia Thread needle Investments SIMPLE IRA An Employers Guide to Plan SetUp Establishing a Plan is Easy 1. EAD through this booklet before signing any forms. R You may want to consult your tax
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Start by gathering all the necessary documents and information. You will need your personal identification details, including your name, date of birth, and social security number. Additionally, prepare your bank account information for the funding process.
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Visit the official website of Columbia Threadneedle Investments and locate the "Simple" application form. It is usually available on the Investments or Accounts section of the website. The form may also be available for download in PDF format.
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Read the instructions provided with the application form carefully. Ensure that you understand all the requirements and have all the necessary information and documentation at hand.
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Sign and date the application form where required. Some forms may also require the signature of a witness or a notary public, so make sure to comply with any additional instructions provided.
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Submit the completed application form by following the instructions provided. This may involve mailing the form to a specific address or submitting it electronically through the website. Double-check the submission method to ensure your application reaches the Columbia Threadneedle Investments team.

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