Get Retirement Plan Transmittal Form

Filling out the Retirement Plan Transmittal Form online is a straightforward process designed to facilitate the submission of contributions to your retirement plan. This guide offers clear, step-by-step instructions to help you complete the form accurately and efficiently.

Follow the steps to successfully complete the form.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin by providing your employer information. Fill in the employer’s name, contact's full name, street address, city, state, ZIP code, and phone number in the designated fields.
3. Indicate the applicable plan type for your company by marking the corresponding box for one of the following options: SIMPLE IRA Plan, Money Purchase Pension Plan, 403(b) Plan, Profit Sharing Plan, 401(k) Plan, SARSEP IRA Plan, or Solo 401(k) Plan.
4. Proceed to fill out Section 4 of the form according to the plan type you selected. Pay careful attention to the specific columns that apply to your retirement plan as outlined in the form, such as Salary Reduction, Employer Matching, or Loan Repayment.
5. For each applicable category, enter the contributions amounts next to the participant's name and social security number. Ensure that the total contributions for each column are calculated correctly.
6. Review the completed form for accuracy and clarity. Ensure all entries are made in blue or black ink, printed clearly in block capital letters.
7. Finalize your process by saving any changes made to the form. You can then choose to download, print, or share the completed document as necessary.

Start filling out the Retirement Plan Transmittal Form online today to ensure timely contributions to your retirement plan.