Get the free Form 5305-S (Rev. January 1998). SIMPLE Individual Retirement Trust Account
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Form. DO NOT File. With the Internal. Revenue Service. Individual Retirement .... The trustee agrees to submit reports to the Internal Revenue Service and the ...
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How to fill out form 5305-s rev january
How to fill out form 5305-s rev january:
01
Start by entering your personal information such as your name, address, and social security number in the corresponding fields.
02
Next, provide information about your employer or plan sponsor. Include their name, address, and employer identification number (EIN).
03
Indicate your employment status by checking the appropriate box, whether you are an employee, self-employed individual, or not employed.
04
If you are self-employed, you need to provide additional information about your business, such as its name, address, and type of business.
05
Proceed by selecting the type of plan you are establishing. This form is specifically for a SIMPLE individual retirement account (IRA), so make sure to choose the appropriate option.
06
If you are establishing a SIMPLE IRA plan, indicate the financial institution or trustee that will hold the plan's assets. Provide their name, address, and telephone number.
07
Determine the type of contribution you will be making to your SIMPLE IRA. You can choose between elective salary reduction contributions or nonelective employer contributions.
08
Specify the percentage you wish to contribute or the dollar amount if you have chosen elective salary reduction contributions.
09
Consider checking the box if you want your salary reduction contributions to be deposited into a designated Roth IRA within your SIMPLE IRA plan.
10
Finally, sign and date the form to certify its accuracy and completeness.
Who needs form 5305-s rev january:
01
Employers or plan sponsors who want to establish a SIMPLE IRA plan for their employees.
02
Employees who are eligible and wish to participate in a SIMPLE IRA plan.
03
Self-employed individuals who want to establish a SIMPLE IRA plan for themselves.
Remember, it is always recommended to consult with a tax advisor or financial professional when filling out important forms like these to ensure accuracy and compliance with any applicable regulations.
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What is form 5305-s rev January?
Form 5305-s rev January is a simplified version of the Traditional IRA Custodial Agreement, used by individuals to establish an Individual Retirement Account.
Who is required to file form 5305-s rev January?
Individuals looking to establish an Individual Retirement Account (IRA) are required to file form 5305-s rev January.
How to fill out form 5305-s rev January?
To fill out form 5305-s rev January, individuals need to provide personal information, select investment options, and sign the agreement.
What is the purpose of form 5305-s rev January?
The purpose of form 5305-s rev January is to establish an Individual Retirement Account (IRA) and specify the terms and conditions.
What information must be reported on form 5305-s rev January?
Form 5305-s rev January requires information such as personal details, investment choices, beneficiary designations, and account maintenance procedures.
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