Guest Jeff D Posted March 20, 2001 Report Share Posted March 20, 2001 How do you set up a SEP using the 5306-SEP form? Link to comment Share on other sites More sharing options...
Appleby Posted April 5, 2001 Report Share Posted April 5, 2001 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. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com Link to comment Share on other sites More sharing options...
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