Get Ally Ira Contribution Form

Filling out the Ally Ira Contribution Form is an important step for managing your retirement savings. This guide will take you through each section of the form, ensuring you submit the necessary information correctly and efficiently.

Follow the steps to successfully complete the form

1. Click ‘Get Form’ button to access the Ally Ira Contribution Form and open it in your preferred online document editor.
2. In the 'IRA Plan Owner Information' section, fill out your full name, Social Security number, and complete your address, including city, state, and zip code. Provide your birth month and year, as well as your home and daytime phone numbers.
3. In the 'Contribution Information' part, enter your account number and the contribution amount you wish to make. Indicate whether this contribution is reportable for the current or prior tax year.
4. Select the type of contribution you are making by checking either 'Traditional,' 'SEP,' or 'Roth.' If you are making a contribution via check, provide the check number. If transferring from an Ally Bank account, include the account number from which the funds will be transferred.
5. For SEP contributions, mention that the funds are provided by your employer and ensure to include a copy of the IRS Form 5305-SEP if this is your initial contribution.
6. Review the certification statement regarding the accuracy of the information provided. You must sign and date the form to validate your submission.
7. If applicable, ensure your check is made payable to 'Ally Bank FBO [Your name as it appears on the IRA plan]' and include your account number in the memo field.
8. Finally, save your completed form. You can also download, print, or share it as necessary. If you are including a check, mail the signed form and check to Ally Bank at the specified address.

Complete your Ally Ira Contribution Form online today for a seamless experience in managing your retirement funds.