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Pima Arizona Form 5304-SIMPLE: What You Should Know

Public Fiduciary — Pima County (Form 5329-SIMPLE) — Lord Abbott LLP The Lord Abbott SIMPLE IRA is not a Title 14 — Arizona Revised Statutes IRA Plan. Instead, it is a SIMPLE IRA Plan for the purpose of meeting the requirements under Title 8, Section 1356, Federal Regulation 1.132-3(g) by using  Signed by a notary public. The Notice of Deficiency is not a final ruling on the validity of the SIMPLE IRA Plan that Lord Abbott LLP established for SIMPLE IRA plan recipients that have been established by their employers. The Notice of Deficiency is a notice that only applies to the Lord Abbott SIMPLE IRA Plan for SIMPLE IRA Plan beneficiaries residing within the State of Arizona. This Notice does not apply to plans established outside the State of Arizona. The SIMPLE IRA Plan may require an individual to provide certain information on forms, including certain types of financial information. This information is available on the Lord Abbott Plan website at . A copy of the Lord Abbott SIMPLE IRA Plan Agreement is available upon request from any financial institution within the state of Arizona. This document is also available in HTML version upon request from the Lord Abbott LLP. Form 5304-SIMPLE is a model SIMPLE IRA agreement that was created to be used by an employer to permit employees who are not using a Title 14 — Arizona Revised Statutes SIMPLE IRA plan. By the following document and signed by the individual as the representative of the SIMPLE IRA Plan by the representative of the SIMPLE IRA Plan, the Lord Abbott SIMPLE IRA Plan is hereby amended with respect to the following terms: a. SIMPLE IRA Plan beneficiary(s) is defined as a married individual who is: (I) A resident of Arizona (II) Currently enrolled in an eligible educational program by a governmental body or educational institution licensed as a nonprofit institution by a governmental body, and has not attained the age of majority. b. SIMPLE IRA Plan beneficiary(s) is exempt from the mandatory contribution limit of: (I) Any employer-sponsored Group Health Plan, or (II) A traditional IRA or other defined contribution plan. c.

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