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- Click ‘Get Form’ to open the funds form contribution in the editor.
- Begin by filling out Section 1, 'Employer Information.' Enter your Program Plan Number, Employer Tax ID Number, IRS Plan Number, Employer’s Name, and Business Phone Number.
- Proceed to Section 2 for 'Contribution Remittance.' Specify the contribution type and amounts. Ensure you enter the dollar amount in the appropriate column for each participant listed.
- If applicable, complete Section 3 for 'Catch-Up Contributions' by providing participant names and their respective catch-up amounts. Remember to check eligibility based on age requirements.
- In Section 4, fill out 'Loan Repayment Remittance' with participant names, social security numbers, loan numbers, and repayment amounts.
- Finally, review Section 5 for 'Remittance Totals' to ensure all subtotals are accurately calculated before signing in Section 7.
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