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CONTRIBUTION AUTHORIZATION I. PARTICIPANT INFORMATION NAME: ACCOUNT NUMBER: SOCIAL SECURITY NUMBER: II. RETIREMENT PLAN TYPE (Select one) TRADITIONAL IRA ROTH IRA SEP IRA SIMPLE IRA EDUCATION SAVINGS
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The contribution authorization form is a document that grants authority to a person or organization to make a contribution on behalf of another individual or entity.
Individuals or organizations who wish to contribute on behalf of another individual or entity are required to file the contribution authorization form.
To fill out the contribution authorization form, you will need to provide information about the individual or entity for whom you are authorizing the contribution, as well as details about the contribution itself.
The purpose of the contribution authorization form is to ensure transparency and accountability in the process of making contributions on behalf of another individual or entity.
The contribution authorization form typically requires information such as the name and contact details of the individual or entity making the contribution, the name and contact details of the person authorized to make the contribution, the amount and nature of the contribution, and any relevant dates or deadlines.
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