IRS Forms for SIMPLE IRAs

The IRS offers a number of forms to establish and administer a Savings Incentive Match Plan for Employees of Small Employers (SIMPLE plan).

• IRS Form 5304-SIMPLE, SIMPLE Retirement Plan
• IRS Form 5305-SIMPLE, SIMPLE Retirement Plan
• IRS Form 5305-S, SIMPLE Individual Retirement Trust Account
• IRS Form 5305-SA, SIMPLE Individual Retirement Custodial Account

The files are in Adobe portable document format (PDF), which requires the use of Adobe Acrobat Reader.

Adobe Acrobat Reader is available, without charge, at the Adobe website.

For more information, see our discussion of SIMPLE IRAs.