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Information on the 5306-SEP form

Guest Jeff D

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  • 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



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