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.

To get a free version of Adobe Acrobat Reader software, go to the Adobe web site.

For more information, see our discussion of SIMPLE IRAs.