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Funds form contribution 2026

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The document is a Contribution and Loan Repayment Remittance Form for the ABA Retirement Funds Program. It outlines the process for employers to remit contributions, catch-up contributions, and loan repayments on behalf of participants in their retirement plans. The form includes sections for employer information, contribution types, catch-up contributions for individuals aged 50 and over, loan repayment details, and remittance totals. Employers are instructed to complete the form accurately and submit it along with payment checks to ensure proper processing.

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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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Versions	Form popularity	Fillable & printable
2018	4.8 Satisfied (66 Votes)
2016	4.4 Satisfied (255 Votes)
2015	4.3 Satisfied (121 Votes)

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