Get the free 2013 Catch-up Contribution Form - cirsplanscom

CARS 401×k) Savings Plan 2013 Catch-up Contribution Form Catch-up contributions are available each year for CARS members age 50 or older who are contributing the maximum before-tax amount allowed

How to fill out 2013 catch-up contribution form

How to fill out 2013 catch-up contribution form:

1. Obtain the 2013 catch-up contribution form from your employer or retirement plan provider. This form is typically available on their website or can be requested directly.
2. Carefully read the instructions provided on the form. These instructions will guide you through the process of completing the form accurately.
3. Fill in your personal information, such as your name, address, social security number, and employer information, if required.
4. Identify the type of retirement account for which you are making the catch-up contribution, such as a 401(k) or an Individual Retirement Account (IRA).
5. Determine the maximum contribution limit allowed for catch-up contributions in 2013. This limit may vary depending on your age and the type of retirement account.
6. Calculate the amount you wish to contribute as a catch-up contribution for the year 2013. This amount should not exceed the maximum allowable limit.
7. Indicate the specific dollar amount or percentage of your contribution on the form.
8. Sign and date the form, certifying that the information provided is true and accurate to the best of your knowledge.
9. Submit the completed form to your employer or retirement plan provider by the designated deadline.

Who needs 2013 catch-up contribution form:

1. Individuals who are reaching or have already reached the age of 50 by the end of the tax year 2013 may need to utilize the catch-up contribution form.
2. Employees who have an employer-sponsored retirement plan, such as a 401(k), and wish to contribute additional funds beyond the regular contribution limit.
3. Individuals who have an Individual Retirement Account (IRA) and want to make additional catch-up contributions above the standard annual limit.

Note: It's essential to consult with a financial advisor or tax professional to understand the specific rules and regulations surrounding catch-up contributions for the tax year 2013.

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What is catch-up contribution form?

Catch-up contribution form is a form used by individuals aged 50 and over to make additional contributions to their retirement accounts beyond the regular limits set by the IRS.

Who is required to file catch-up contribution form?

Individuals who are aged 50 and over and want to make catch-up contributions to their retirement accounts are required to file the catch-up contribution form.

How to fill out catch-up contribution form?

To fill out the catch-up contribution form, individuals need to provide their personal information, details of their retirement account, and the amount they wish to contribute as a catch-up contribution.

What is the purpose of catch-up contribution form?

The purpose of the catch-up contribution form is to allow individuals aged 50 and over to boost their retirement savings by making additional contributions beyond the regular limits.

What information must be reported on catch-up contribution form?

The catch-up contribution form must include personal information, details of the retirement account, and the amount of catch-up contribution being made.