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[DOC File]AICPA Comments to IRS on Forms 3520 and 3520-A …
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Jun 17, 2003 · Specific guidance would also be welcome as to how many prior years’ Form 3520-A must be filed if a taxpayer is in arrears for several years and is coming forward voluntarily, especially if no distributions have been made (in the case of a foreign nongrantor trust), or in cases where the trust is a foreign grantor trust …
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[DOC File]Exhibit 5-3: Acceptable Forms of Verification
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Title: Exhibit 5-3: Acceptable Forms of Verification Author: Eric Oetjen Last modified by: H05232 Created Date: 7/5/2007 5:57:00 PM Company: ICF Consulting
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[DOCX File]Draft Auto-IRA Ordinance - 10-2-17 Second MMPL revs ...
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I. The assets of the trust shall at all times be held separate and apart from the assets of the City. None of the City, the SRSP, the Board, any Board member, or any covered employer shall guarantee any investment, rate of return, or interest on amounts held in the trust, an investment fund, or any IRA.
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[DOC File]Sample Termination Letters - Capital Group
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We’ve decided to terminate the third party administration services arrangement with your firm effective [DATE], the date our blackout period will begin. In preparation for this transition, we would like you to …
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[DOCX File]Vanguard Retirement and Saving Plan Letter of Acceptance
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For the benefit of the participant, Vanguard Fiduciary Trust Company will accept a rollover of assets in this plan to the Vanguard Retirement and Savings Plan provided that the assets: Were contributed to …
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Ira trust services company