Get Simple Transmittal - Scottrade

Filling out the SIMPLE Transmittal for your Scottrade IRA Plan ensures that your contributions are processed accurately. This guide provides a step-by-step approach to completing the form online, helping you navigate each section with ease.

Follow the steps to complete your SIMPLE Transmittal form efficiently.

1. Press the ‘Get Form’ button to access the SIMPLE Transmittal document, which you will open in your preferred digital editor.
2. Enter the date in the corresponding field. This should reflect the date when the contributions are being submitted.
3. Input the total amount of the check in the designated section, ensuring that the value accurately reflects the total contribution being submitted.
4. Provide the check number in the appropriate field. Make the check payable to Scottrade, ensuring all payment details are correct.
5. Fill in the employer account number, which is essential for accurately identifying your account.
6. Enter the business name of the employer in the specified field to clarify who is making the contribution.
7. Complete the recipient's street address without using P.O. Boxes to ensure proper delivery and processing of your form.
8. Specify the city, state, and ZIP Plus 4 code in their respective fields to provide complete address information.
9. Identify the plan administrator's name, ensuring that this person is authorized to manage the contributions.
10. Fill in the plan administrator's phone number for any follow-up communications or clarifications regarding the contributions.
11. Indicate the Scottrade account number to associate the contributions with the correct account.
12. List the name of each employee contributing, ensuring accuracy for all deposits indicated.
13. Calculate and input the total employee deposit amount to summarize their contributions accurately.
14. If additional contributions are being made, complete another transmittal form as needed.
15. The plan administrator must sign and date the form, confirming that the information reported is accurate.
16. After completing all sections of the form, save your changes, and download or print the completed document for your records or submission.

Start filling out your SIMPLE Transmittal online today to ensure seamless contribution processing.