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New Mexico Form 5305-SIMPLE: What You Should Know

Signed) ________ (Name, Office Address, City, State and Zip Code if other than the stated address of principal business.) (Signature) ________ (Title) ________________________________________ ______________________________________________ Note: For the initial notice, the address is a residential street that is a minimum of 1 mile from the physical office address of the company if the company is a trust company, or if the company is established within 30 days after Sept. 27, 2002, or 30 days after Aug. 26, 1997, or 30 days after June 9, 1995, or 30 days after Sept. 29, 2023 and in all other cases the physical office address. (Signed) __________ (Name, Office Address, City, State and ZIP Code if other than the stated address of principal business.) (Signature) __________ (Title) SIMPLE IRA APPLICATION | Trust Company Physical Address: 6100 Indian School NE, Suite 215, Albuquerque, NM, 87110 of the Form 5305-SIMPLE to satisfy the initial notice requirements). (Use the letter A to designate your initial notice address as shown and then the physical address below), which shall be the address of the principal place of business of the issuer of this plan or in the case of a national bank the State or District in which the bank is located. (Signed) ________ (Name, Office Address, City, State and ZIP Code if other than the stated address of principal business.) (Signature) __________ (Title) ________________________________________ ______________________________________________ Note: For the initial notice, the address is a residential street that is a minimum of 1 mile from the physical office address of the company if the company is a trust company, or if the company is established within 30 days after Sept. 27, 2002, or 30 days after Aug. 26, 1997, or 30 days after June 9, 1995, or 30 days after Sept.29, 2023 and in all other cases the physical office address. (Signed) __________ (Name, Office Address, City, State and ZIP Code if other than the stated address of principal business.

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