Heritage Asset Management

(800) 421-4184
(727) 567-8143

SIMPLE IRA

SIMPLE IRA Application (PDF)
SIMPLE IRA Custodial Agreement (PDF)
SIMPLE IRA Plan - Employee's Guide (PDF)
SIMPLE IRA Employer Information and IRS Form 5304 (PDF)
SIMPLE IRA Excess Contribution Withdrawal Form (PDF)
SIMPLE IRA Fund Allocation Change (PDF)
SIMPLE IRA Participation & Salary Deferral Election Form (PDF)
SIMPLE IRA Transfer/Rollover Form (PDF)

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For more complete information about any Heritage mutual fund, including the investment objectives, risks, sales charges and expenses, please download or call (800) 421-4184 for a prospectus that contains this and other important information. Please read the prospectus carefully before you invest or send money.

Heritage Fund Distributors, Inc., Member FINRA. Investments are not FDIC-insured nor are they deposits of or guaranteed
by a bank or any other entity. May lose value.