Company Profile Form for Simple IRA Plans and Form 5305-Simple
Use this form if you are an employer establishing a new SIMPLE IRA Plan with
Dunham & Associates Investment Counsel, Inc. or Dunham Trust Company,
collectively “Dunham”. If you are a sponsoring employer of a current SIMPLE IRA Plan
held at Dunham, you do not need to complete this form unless you have a material
update to the plan or payment method.
SIMPLE IRA Application includes Dunham Trust Company as Custodian
Welcome to the new Dunham Portal!
There are changes in how you access your account. Please select below which type of user you are for more information.
Current Web User
You should have received an email on February 1st with a link to activate your username. If you did not receive an email, please contact Customer Care via email@example.com or at 800-442-4358 and we will reset your account.
New Web User
We invite you to register. You will need your social security number and date of birth.
Custom Account Holders
The account number format has changed to drop leading letters and replace the dash with a 0. For example, IO1234-01 is now 1234001.
If you have any questions or need assistance, please contact Dunham Customer Care at 800-442-4358. We thank you for your commitment to Dunham.