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THE FIDELITY SIMPLE-IRA PLAN SIMPLE-IRA Custodial Agreement The participant whose name appears on the accompanying Application is establishing a savings incentive match plan for employees of small employers individual retirement account SIMPLE-IRA under Sections 408 a and 408 p of the Internal Revenue Code to provide for his or her retirement and for the support of his or her beneficiaries after death. The Custodian named on the accompanying Application has given the participant the Disclosure ...

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Does Fidelity have custodial IRA?

Saving Investing for a Child | custodial, IRA, youth, 529 ABLE accounts | Fidelity.

Who is the custodian for Fidelity Investments?

Investments that you entrust to our firm are placed in custody with Fidelitys clearing firm, National Financial Services LLC (NFS) a Fidelity Investments broker-dealer and one of the largest clearing providers in the industry.

What is a custodial account agreement?

A custodial agreement is an arrangement wherein one holds an asset or property on behalf of the actual owner (beneficial owner). Such agreements are generally entered into by state agencies, or companies to administer various benefit programs.

What is a letter of instruction fidelity?

A letter of instruction can complement an estate plan and provide your loved ones with additional details about your assets and wishes after death. Though not legally binding, a letter of instruction can make estate settlement easier and more efficient.