Jump to content

Information on the 5306-SEP form


Guest Jeff D
 Share

Recommended Posts

  • 3 weeks later...

The employer completes and signed the Form 5305. A copy must be provided to his eligible employees , if any.

Employees who wich to participate in the SEP, must sign an IRA adoption agreement. Some custodians/trustees require a copy of the 5305 form along with the IRA adoption agreement.

Once the SEP IRA is setablished, then it can be funded with the SEP contributions

Life and Death Planning for Retirement Benefits by Natalie B. Choate
https://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/

www.DeniseAppleby.com

 

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...