SIMPLE IRA

Click any of the documents below to begin downloading. For forms and applications related to specific types of accounts, please select from the menu options on the side of the page.  

If you have any questions when filling out the form or prefer to receive it via fax, please call us at: 800-858-8850 x6010.

Document
Form Number
SIMPLE IRA Application
SIMAP
IRS 5304-SIMPLE
IRS 5304-SIMPLE
IRS 5305-SA
IRS 5305-SA
SIMPLE IRA Transfer Form
SIMTF
Group Investment Report
GRIVR
SIMPLE IRA Change to Future Contributions Form
SIMCH
IRA Distribution Form
IRADF
IRA Mandatory Distribution Form
MDSTR
Beneficiary Change/Designation Form
RETBE
SunAmerica Trust Company Privacy Policy Notice
STCPN

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