SIMPLE IRA - Employee Salary Reduction Agreement - Ameriprise ... 2026

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The document is a Salary Reduction Agreement for a SIMPLE IRA plan provided by Ameriprise Financial Services, Inc. It outlines the terms under which employees can elect to set aside a percentage of their salary as Elective Deferrals into the plan, including limits on contributions, procedures for changing or terminating the agreement, and the effective date of contributions. It also includes sections for employee and employer signatures.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out Part 1, which includes your employer's name, address, and your personal information such as your name and employee number.
In Part 2, review the terms of the agreement. Make sure you understand the limits on elective deferrals and how to change or terminate this agreement if needed.
Proceed to Part 3 where you will indicate the percentage or dollar amount of your salary you wish to contribute. Ensure that you also select a financial institution for your contributions.
Finally, sign and date the form at the bottom of page 2. This confirms your agreement to the terms outlined in the document.

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