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TRADITIONAL SEP IRA APPLICATION The Toreador Fund c/o Commonwealth Fund Services, Inc. 8730 Stony Point Parkway, Suite 205 Richmond, VA 23235IMPORTANT: In compliance with the USA PATRIOT Act, Federal
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Read and understand the instructions provided on the form.
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Fill in your personal information, such as name, address, and contact details, in the designated fields.
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Provide your Social Security number or taxpayer identification number.
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Indicate the type of account for the SEP-IRA and provide relevant details.
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Enter your employer's information, including name, address, and identification number.
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Fill in the required financial information, such as contributions and investments.
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Individuals who want to open a SEP-IRA (Simplified Employee Pension Individual Retirement Account) and comply with the latest form requirements should use toreador combined sep-ira-appjune2018pdf.
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The toreador combined sep-ira-appjune2018pdf is a form used for applying for a Simplified Employee Pension (SEP) IRA, allowing self-employed individuals and small business owners to create a retirement plan.
Self-employed individuals and small business owners who wish to establish a SEP IRA for themselves and their eligible employees are required to file this form.
To fill out the form, users must provide their business information, employee details, and contribution amounts, following the specific instructions included with the form.
The purpose of the form is to facilitate the establishment of a SEP IRA, allowing businesses to contribute to retirement plans while benefiting from tax advantages.
The form requires reporting of business identification information, contribution amounts, employee details, and any other relevant retirement plan information.
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