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SIMPLE IRA Representative and/or Dealer Change Authorization

SIMPLE IRA Representative and/or Dealer Change Authorization
SIMPLE IRA Representative and/or Dealer Change Authorization

Add or change the representative and/or dealer on an existing SIMPLE IRA account.

  • 1 page
Download PDF Add to cart

Action Plan

Step 1: Download the PDF.
Step 2: Complete and sign the form. Incomplete information may delay the processing of your request.
Step 3: Mail to:
Regular Mail: J.P. Morgan Funds
P.O. Box 8528
Boston, MA 02266-8528
Overnight Mail: J.P. Morgan Funds
30 Dan Road
Canton, MA 02021-2809

Updated as of: 03/29/2013
Fulfillment Code: FRM-SIMRDCA