Get Employer Investment Btransmittal Formb

Completing the Employer Investment Transmittal Form online can streamline the investment process for employers. This guide provides detailed instructions to help users fill out the form accurately, ensuring all necessary information is submitted correctly.

Follow the steps to complete the form successfully.

1. Press the ‘Get Form’ button to access the form and open it in your browser.
2. Begin by entering the employer information in the designated fields. This includes the name, tax ID number, street address, city, state, zip code, contact name, telephone number, and email address.
3. In the contributions section, indicate the types and sources of contributions being remitted by checking the appropriate boxes. Employers should convert the investment percentage for each employee into dollar amounts for all transmittals.
4. Provide details for each employee by entering their name, Social Security or Touchstone account number, pre-tax salary deferral contribution, employer contribution, and payroll deduction contribution.
5. Before submitting, ensure that the total contributions for all employees are clearly calculated and listed in the ‘Total Submitted’ field. Note that if no tax year is specified, the current year will automatically be used.
6. Once you have reviewed all entries and confirmed their accuracy, you can save any changes. Choose to download, print, or share the completed form as needed.

Start completing your Employer Investment Transmittal Form online today!