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NNonRetirement Accounts CHANGE IN REGISTRATION1 Instructions Overview ASSISTANCE with this form, call Shareholder Services at (800) 6620201, or the Timothy Plan at (800) 8467526.SIGNATURE GUARANTEE:

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How to fill out retirement ampamp non-retirement accounts

01

Determine your financial goals and objectives for retirement and non-retirement savings.

02

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Complete the necessary paperwork or online forms to open the selected retirement and non-retirement accounts.

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Anyone who wants to take advantage of tax benefits and potential investment growth by contributing to retirement and non-retirement accounts.

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What is retirement & non-retirement accounts?

Retirement accounts are accounts where individuals can save money for their retirement, such as a 401(k) or an IRA. Non-retirement accounts are accounts that are not specifically designated for retirement savings, such as a regular savings or investment account.

Who is required to file retirement & non-retirement accounts?

Individuals who have retirement or non-retirement accounts are required to file them on their tax returns.

How to fill out retirement & non-retirement accounts?

To fill out retirement and non-retirement accounts, individuals need to report the account information, contributions, withdrawals, gains or losses, and any other relevant information on their tax forms.

What is the purpose of retirement & non-retirement accounts?

The purpose of retirement accounts is to save money for retirement and take advantage of tax benefits. Non-retirement accounts are used for various financial goals or expenses.

What information must be reported on retirement & non-retirement accounts?

Information such as account numbers, contributions, withdrawals, gains or losses, and any tax-related transactions must be reported on retirement and non-retirement accounts.

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