Charles Schwab Simple Ira Contribution Transmittal Form Details

The Schwab Contribution Transmittal Form is used to notify Schwab ofemployer contributions. The form must be filled out and submitted within a certaintime frame in order for the contributions to be deposited into employees' accounts.The form can be downloaded from the Schwab website, and must be completed in fullbefore submission. The deadline for submitting the form can vary depending on thenature of the contribution, so it's important to check with Schwab first. There areseveral ways to submit the form, including online, by fax, or by mail.

In the list, there's some good information relating to the schwab contribution transmittal form. It is a good idea that you read this material before you decide to start editing the file.

QuestionAnswer
Form NameSchwab Contribution Transmittal Form
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namesschwab contribution transmittal form, charles schwab simple ira transmittal form, invesco ira frm 11, charles schwab transmittal form

Form Preview Example

Contribution฀Transmittal฀Form

•฀ Use฀this฀form฀when฀making฀contributions฀to฀employee฀(aka฀participant)—including฀business฀owner—accounts.฀

 

To฀allow฀for฀timely฀processing,฀be฀sure฀to฀complete฀all฀requested฀information.฀Do฀not฀use฀this฀form฀to฀place฀trade฀instructions.

www.schwab.com

•฀ Make฀a฀photocopy฀of฀this฀form฀for฀future฀use,฀or฀visit฀www.schwab.com฀to฀download฀additional฀copies.฀

1-800-435-4000

Page฀1฀of฀1

•฀ Use฀a฀separate฀form฀for฀each฀plan฀year.

 

•฀ Make฀your฀checks฀payable฀to฀Charles฀Schwab฀&฀Co.,฀Inc.

 

•฀ Mail฀this฀form฀and฀your฀check฀to฀your฀nearest฀Schwab฀Operations฀Center฀using฀the฀following฀addresses:

 

Charles฀Schwab฀&฀Co.,฀Inc.฀

Charles฀Schwab฀&฀Co.,฀Inc.

 

P.O.฀Box฀628291฀

P.O.฀Box฀52114

 

Orlando,฀FL฀32862-8291฀

Phoenix,฀AZ฀85072-2114

 

1.฀Employer฀Information

Business฀Name฀of฀Employer฀

 

Federal฀Tax฀Identification฀Number฀(EIN)

 

 

Business฀Street฀Address฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀City฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀State฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀฀Zip฀Code฀

Business฀Telephone฀Number

 

 

(฀฀฀฀฀฀฀฀฀฀฀฀฀฀)

 

 

 

Plan/Account฀Type฀(choose฀one฀only)

 

 

Schwab฀Individual฀401(k)฀฀฀฀฀฀฀ Schwab฀Keogh฀฀฀฀฀฀฀ Schwab฀QRP฀Money฀Purchase฀฀฀฀฀฀฀

Schwab฀QRP฀Profit฀Sharing฀฀฀฀฀฀฀ Schwab฀SEP-IRA฀฀฀

Schwab฀SIMPLE฀IRA฀(provide฀Group฀Master฀Number)__________________________฀฀฀฀฀฀฀

Company฀Retirement฀Account฀(including฀Pension฀Trust)฀

 

 

 

 

 

 

2.฀Contribution฀Information

The฀contributions฀listed฀below฀should฀be฀credited฀for฀the฀following฀plan฀year:฀__________________.

Employee฀Name

Employee’s฀Schwab฀

Employee’s฀Social฀

Elective฀Deferral฀฀

Employer฀

Total฀฀

 

Account฀Number

Security฀Number

Contribution

Contribution

Contribution

 

 

 

 

 

 

Example:

 

 

 

 

 

Ann฀Smith

XXXX-XXXX

XXX-XX-XXXX

$250.00

$250.00

$500.00

 

 

 

 

 

 

 

 

 

$

$

$

 

 

 

 

 

 

 

 

 

$

$

$

 

 

 

 

 

 

 

 

 

$

$

$

 

 

 

 

 

 

 

 

 

$

$

$

 

 

 

 

 

 

 

 

 

$

$

$

 

 

 

 

 

 

 

 

 

$

$

$

 

 

 

 

 

 

 

 

 

$

$

$

 

 

 

 

 

 

 

 

 

$

$

$

 

 

 

 

 

 

 

 

 

$

$

$

 

 

 

 

 

 

 

 

 

$

$

$

 

 

 

 

 

 

 

 

 

$

$

$

 

 

 

 

 

 

 

 

 

$

$

$

 

 

 

 

 

 

 

 

 

 

 

 

3.฀Employer฀Authorization

I฀authorize฀and฀direct฀Schwab฀to฀deposit฀the฀dollar฀amounts฀as฀designated฀above.฀I฀understand฀that฀it฀is฀my฀responsibility฀to฀ensure฀that฀the฀contribution฀instructions฀ are฀correct฀and฀submitted฀to฀Schwab฀in฀a฀timely฀manner.฀I฀agree฀that฀Schwab฀will฀not฀be฀held฀responsible฀for฀delays฀in฀depositing฀contributions฀if฀Schwab฀finds฀the฀ contribution฀instructions฀unclear฀or฀incomplete.฀I฀indemnify฀and฀hold฀Schwab฀harmless฀for฀any฀loss,฀claim,฀expense฀or฀other฀liability฀that฀may฀arise฀from฀Schwab฀ acting฀upon฀my฀instructions฀and฀complying฀with฀any฀applicable฀laws฀and฀regulations฀that฀require฀reporting฀of฀contributions.

Signature

 

 

 

 

 

X

 

 

Required

Employer฀or฀Authorized฀Representative฀of฀Employer฀

Date

 

 

 

 

 

 

 

 

฀ ฀

Print฀Name฀

Title

 

 

 

 

 

 

฀FOR฀CHARLES฀SCHWAB฀USE฀ONLY:

Branch฀Office฀and฀ Account฀Number

©2006฀Charles฀Schwab฀&฀Co.,฀Inc.฀ All฀rights฀reserved.฀ Member฀SIPC.฀ ฀ FTA฀01498฀(0605-7137)฀APP30709-02฀(01/06)