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Printable Form 5305-SA Jersey City New Jersey: What You Should Know

Form 5305-B (Revised August 2017) under section 408(k) of the IRS has been automatically approved by the IRS. SIMPLE IRAs Custodial Account Agreement _ — U.S. Treasury _. Form 5355-SA is a model custodial account that has been automatically approved by the IRS, Form 5355-SB (Revision January 2018). The trustee for the custodial account(s) described in this form is a fiduciary. To ensure integrity, the trustee must be of sound mind and not have any material knowledge that may affect the propriety, correctness or content of any information provided by the trustee or the custodian. IRS Form 5305-SB — U.S. Treasury SIMPLE IRAs Custodial Account Agreement (1) under section 408(k) of the Internal Revenue Procedures Code and an agreement the trustee intends to enter into with an RIA or other custodian of a retirement plan, Form SA-2016 is a model custodial account agreement. An agreement that meets the requirements of section 408(j) of the Internal Revenue Code and has been automatically approved by the IRS. Form SA-2016 was amended by an amendment effective January 1, 2023 (See IR64-14). Form SA-2016 (Rev. April 2018) is not subject to section 408(k) of the Internal Revenue Code because it does not constitute an arrangement that would have otherwise been subject to section 414(r). However, the original version (1) should be retained by the trustee on file with the IRS and in any electronic archive of the custodian, if the custodian has a public repository for its custodial accounts. A copy of Form SA-2016 (1) may be obtained from your local IRS office or from and has more info. The trustee for the custodial account(s) is a fiduciary.

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