Forms › Form 5304-SIMPLE
Fill out Form 5304-SIMPLE free in your browser. The official IRS form opens on the page; click each field and type to set up your SIMPLE IRA plan. Nothing is uploaded to any server. No signup, no watermark, then download your completed form.
Form 5304-SIMPLE is the IRS model document a small employer uses to establish a SIMPLE IRA retirement plan when employees choose the financial institution that holds their own accounts. It is completed by the employer and kept in their records.
Click “Get form” — the official PDF opens in the editor, with no upload.
Click the highlighted fields and type your details. Everything stays on your device.
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Both establish a SIMPLE IRA plan for a small employer. Use Form 5304-SIMPLE when each employee selects the financial institution to receive their SIMPLE IRA contributions. Use Form 5305-SIMPLE when the employer designates a single financial institution for all contributions.
Yes — completely free, with no signup and no watermark. You fill it in your browser and download it.
No. The form opens and is filled entirely in your browser. Nothing is uploaded, so your personal and financial details stay on your device.
Yes. This is the official, current Form 5304-SIMPLE published by the U.S. government, which is public domain. You fill the genuine document.