Get Form 886 A

Filling out the Form 886 A is essential for ensuring that your organization complies with federal regulations regarding 403(b) salary deferral plans. This guide provides clear, step-by-step instructions to assist you in completing the form accurately and efficiently.

Follow the steps to fill out the Form 886 A online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the name of the taxpayer in the designated field.
3. Next, input the Tax Identification Number (TIN) associated with the taxpayer.
4. Fill in the year or period ended, ensuring it reflects the appropriate tax year.
5. Address questions 1 through 7 regarding the opportunities for employees to elect a 403(b) salary deferral. For each question, select the appropriate response and provide any required explanations.
6. Move on to questions 8 through 12, which pertain to the after-tax Roth 403(b) salary deferral opportunities. Again, read each question carefully and answer as applicable.
7. Continue with questions 13 through 18 to provide information about any residency programs and groups of employees excluded from electing 403(b) salary deferrals.
8. Finally, respond to questions 19 through 21 regarding the existence of a written plan document that outlines your 403(b) salary deferral plan.
9. Review all responses for accuracy and completeness. Once confirmed, you can save changes, download, print, or share the completed form as needed.

Complete your documents online to ensure compliance and facilitate your filing process.