Cincinnati Ohio Form 5305-SIMPLE 2012-2024

Cincinnati Ohio Form 5305-SIMPLE: What You Should Know

Authorize the Fidelity Advisor to transfer any amount from your IRA to another IRA. • Authorize the Fidelity Advisor to establish a new IRA and rollover from a traditional IRA to another IRA. • Authorize the Fidelity Advisor to establish and change your account beneficiary. • Enrolling (transfer) of IRA Assets under a Qualified State or Local Government (SLG) Qualification. • Transfer (create) IRA Assets to the IRA Custodian. IRS 5305-SA Use the electronic Fidelity Advisor 5305-SA form for a number of accounts including: Traditional IRA, Rollover IRA, Roth IRA, SIMPLE IRA, SEP-IRA, or SARSEP-IRA. • A Traditional IRA may be in conjunction with a Rollover IRA or a Roth IRA. • Any IRA in conjunction with a SLG Qualification may be an Authorized IRA or a Qualified Local IRA. • SLG IRA assets may be an IRA account held under one of the following plans: • Simplified Employee Pension (SEP), Simplified Employee Retirement (SAR), or Modified Employee Retirement (MERS) • A Qualified State or Local Government SLG Qualification. Authorize the Fidelity Advisor to transfer your traditional and IRAs. Qualified State or Local Government Retirement System Qualification An IRA account held under a Qualified State or Local Government SLG Qualification is an IRA account created, issued, or maintained by a qualifying local government retirement system. The IRA is owned by the employee and is subject to this SLG Qualification regardless of whether (and to whom) you are the primary beneficiary. Please note that the IRA account may only be accessed with the sign on signature of the Qualifying Local Government Employee who created the Account. The account may only be accessed by the Qualifying Local Government Employee. Authorize a Qualified Local Government Employee to transfer IRA assets. Authorized transfers of IRA assets can only be made by the designated Qualifying Local Government Employee who owns, or has designated, the Account. EIN: The Internal Revenue Identification Number is a seven or eight-digit number assigned by the IRS to each individual who has a Social Security Number. Each person's Social Security Number is based on a combination of his or her date of birth and an Individual Taxpayer Identification Number (ITIN).

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