SEP
IRA Documents and Forms
A Simplified Employee Pension plan (SEP) is
the simplest form of employer-sponsored retirement plan. It provides
the small business owner with a low-cost alternative to the qualified
profit sharing plan. With the SEP, an employer can help his/her employees
save for retirement while securing immediate tax savings on the contribution
made.
Employers: To establish a SEP IRA plan, complete
the SEP IRA establishment documents for Employers. If you will be
contributing to the SEP IRA, you must also complete a Traditional
IRA establishment document.
Employees must complete the Traditional IRA
establishment documents.
If your account representative charges certain
fees that you wish to have deducted from your account, you will need
to complete the Authorization for Payment of Management/Advisory
Fees.
If you wish to have your cash balance invested
automatically, you'll want to complete the Standing Purchase Instructions
form.
SEP
IRA Establishment Documents for Employers
Traditional
IRA Establishment Documents for Employees
IRA
Fee Schedule
Transfer
Form (and Transfer Instructions)
Investment
Authorization
IRA
Contribution Form
Standing
Purchase Instructions
Authorization
for Payment of Management/Advisory Fees
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