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What information do I need to provide when setting up a SEP IRA?

Before setting up a SEP IRA plan, you must provide the following information:

Business Details:

• Business name, address, and industry
• Business structure (Corporation, LLC, Partnership, etc.)

Authorized Signer’s Information:

• Full legal name
• Title or role within the business
• Contact information (email, phone, and mailing address)
• Identification document details

Beneficial Owner and Entity Officer Details:

• Full legal names of all beneficial owners and entity officers
• Title or role within the business
• Contact information (email, phone, and mailing address)
• Identification document details

Business Payroll Bank Account Details:

• Provide the details of the bank account from which the contribution is to be processed

Articles of Incorporation/Operating Agreement:

• Provide a copy of the company's Articles of Incorporation or Operating Agreement