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EXCESS CONTRIBUTION REMOVAL FORM. O. Box 719 Canyon, TX 79015 (800) 4866888 Fax (806) 6552490 info goldstartrust.comGOLDSTAR IRA ACCOUNT OWNER Name Gold Star Account # Address Daytime Phone Email

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How to fill out excess contribution removal form

01

Step 1: Obtain the excess contribution removal form from your financial institution or retirement plan administrator.

02

Step 2: Provide your personal information such as name, address, and social security number on the form.

03

Step 3: Indicate the type of retirement account from which you made the excess contribution.

04

Step 4: Calculate the excess contribution amount and clearly state the exact amount on the form.

05

Step 5: Sign and date the form, certifying that the information provided is accurate and complete.

06

Step 6: Submit the completed form to your financial institution or retirement plan administrator for processing.

07

Step 7: Keep a copy of the form for your records.

Who needs excess contribution removal form?

01

Individuals who have made excess contributions to their retirement accounts need the excess contribution removal form.

02

Excess contributions occur when an individual contributes more than the allowable annual limit set by the IRS.

03

These individuals need to file the excess contribution removal form to correct the excess amount and avoid potential penalties.

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What is excess contribution removal form?

Excess contribution removal form is a form used to remove excess contributions made to a retirement account.

Who is required to file excess contribution removal form?

Individuals who have made excess contributions to their retirement accounts are required to file the excess contribution removal form.

How to fill out excess contribution removal form?

To fill out the excess contribution removal form, individuals need to provide information about the excess contributions made, the account type, and the reason for the removal.

What is the purpose of excess contribution removal form?

The purpose of the excess contribution removal form is to correct any over-contributions made to retirement accounts and avoid penalties.

What information must be reported on excess contribution removal form?

The excess contribution removal form must include details about the excess contributions, the account type, and the reason for the removal.

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