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Printable Form 5305-SA Charlotte North Carolina: What You Should Know
Form 5305-SA (Rev. April 2017) is designated by TIAA as an Individual Retirement Account (IRA) to which money available on a retirement plan as determined by the participant under section 408(p) of the Internal Revenue Code of most tax-sheltered retirement plans (the plan the tax-sheltered account is held to is defined in the Participant's Taxpayer Identification Number (PAIN) or, in the case of an employer-sponsored retirement plan, the Plan Identification Number (PAID) of the employer). The name of the IRA is the same for participant and beneficiary and the TIAA-CIT logo is prominently displayed on the form. The form is a simplified statement of all relevant financial matters relating to and benefits for the IRA. The form is a simplified statement of all relevant financial matters relating to and benefits that are available for the IRA (as evidenced by the participant's TIN) only to participant and the designated beneficiary (see section 6(c)(1)(A) of the Code). To establish an account under this IRA, the participant must provide a copy of the participant's taxpayer identification number or, if the account is not tax-sheltered, the Plan Identification Number (PAID) of the employer, and the participant name on the form. A copy of a valid and current voter registration card is also required for the participant. Form 5305-SA (Rev. April 2017) under section 408(p) of the Internal Revenue Code (“Code”) The IRA's total benefit is limited to 2,000,000 per year.
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