Get Ally Ira

This guide provides a comprehensive overview of how to accurately complete the Ally IRA contribution form online. By following the outlined steps, users will be equipped to navigate each section and submit their contributions confidently.

Follow the steps to complete the Ally IRA contribution form.

1. Click ‘Get Form’ button to access the contribution form and open it in your editor of choice.
2. Begin by filling out the IRA Plan Owner Information section. Provide your name, social security number, birth date (month and year), and your current address, including city, state, and ZIP code. Include both your home phone number and daytime phone number for contact purposes.
3. In the Contribution Information section, enter your account number and specify the contribution amounts. There are fields for reportable contributions for both the current tax year and the prior tax year. Ensure the amounts are accurate.
4. Select your contribution options based on your IRA type. For Ally Traditional and Roth IRAs, indicate whether your contribution is included with the form, or if you are transferring funds from an existing Ally Bank account. If transferring, provide the account number for the transfer.
5. For Ally SEP IRAs, confirm that the funds are provided by your employer and indicate if any funds are being contributed as an initial contribution. If this is the case, include a copy of the 5305-SEP form provided by your employer.
6. Review the Signature section, certifying that all provided information is accurate. Sign and date the form. Note that your signature confirms your understanding of the information regarding tax liability, and that you have not received legal or tax advice from the Custodian.
7. If contributing by check, ensure the 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. Mail your signed form and check, if applicable, to the provided address.
8. Once you have entered all necessary information and reviewed it for accuracy, save your changes. You may print, download, or share the completed form as required.

Submit your completed Ally IRA contribution form online today to manage your retirement savings effectively.