Get Simple Ira Contribution Remittance Form - Vanguard

The SIMPLE IRA Contribution Remittance Form is essential for submitting initial contributions to your Vanguard SIMPLE IRA. This guide provides clear, step-by-step instructions for each component of the form to ensure accurate completion.

Follow the steps to effectively complete the form online.

1. Press the ‘Get Form’ button to access the form in an online editor.
2. Begin by entering the plan identification number. If this is for a new plan, leave this field blank. Then, specify the contribution (tax) year.
3. Next, provide the employer information, including the name, street address or P.O. box, city, state, zip code, the name of an authorized individual (first, middle initial, last), and their telephone number (area code, phone number, extension).
4. In the contribution information section, list the employees alphabetically by last name. For each employee, input their name and Social Security number. If more space is needed for additional employees, photocopy the provided page.
5. Calculate the total contributions for both employees and employers. Ensure the check you include equals this total amount, as discrepancies may result in the check being held or returned.
6. Mail the completed form along with a check for the total contribution and a completed SIMPLE IRA New Account Form for each employee establishing an account to the appropriate address indicated in the mailing information section.
7. Finally, save any changes made to the form for your records and consider downloading or printing a copy for future reference.

Complete your forms online for a smoother experience.