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TRADITIONAL/SEP & ROTH IRA APPLICATION Use this IRA Application to open a Traditional, SEP, OR ROTH IRA. If you have any questions about completing this form, please contact Shareholder Services at
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Traditionalsep amp refers to the Traditional SEP (Simplified Employee Pension) plan, which is a type of retirement savings plan that allows employers to make contributions to individual retirement accounts (IRAs) set up for their employees.
Employers who establish a Traditional SEP plan are required to file the Form 5305-SEP with the IRS if they contribute to the plan.
To fill out the Form 5305-SEP, employers must provide information including their business name, address, and the number of employees eligible for the plan. The form must be signed and dated by the employer and kept with their records.
The purpose of traditionalsep amp is to provide a simple and tax-favored way for small business owners and self-employed individuals to contribute to their retirement savings.
The information that must be reported on the Form 5305-SEP includes the employer's identifying information, a declaration of the establishment of the SEP, and the employee eligibility requirements.
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