CONTRIBUTION AND INVESTMENT SELECTION

107 / 2314 (Rev. 1/2020) ©2020 Ascensus, LLC Traditional IRA CONTRIBUTION AND INVESTMENT SELECTION PART 1. IRA OWNER Name (First/MI/Last) Social Security Number. Date of Birth Phone. ... • A transfer contribution may not be made from a SIMPLE IRA within two years of the first contribution to your SIMPLE IRA. ................
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