Electronic Payroll Investing Center (EPIC) Application 2025

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  1. Click ‘Get Form’ to open the Electronic Payroll Investing Center (EPIC) Application in the editor.
  2. Begin by filling out the 'Employer Information' section. Enter your Employer Name, Plan Name, Group Number (if available), and complete the address fields including Street Address, City, State, and Zip Code.
  3. Select the appropriate 'Plan Type' from the options provided: 403(b), 457, SIMPLE IRA, SEP-IRA, or SARSEP-IRA.
  4. In the 'Access Requested' section, choose either 'FULL ACCESS' or 'REPORT-ONLY ACCESS'. If selecting FULL ACCESS, ensure you complete Section 4 for Electronic Funds Transfer Authorization.
  5. For FULL ACCESS Employers, fill out the 'Electronic Funds Transfer Authorization' section. Provide Bank Account details including Account Type, Owner(s), Account Number, Bank Name, Routing Number, and attach a pre-printed voided check or deposit slip.
  6. Complete the 'Indemnification and Authorized Signatures' section by signing and providing your name, title, telephone number along with any necessary signatures from authorized bank account signers.

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Yes, Epic and almost all privately held companies issue stock so founders, employees, and investors can participate in equity ownership. However, because Epic is privately held, it is more challenging to acquire shares than if the company was publicly traded.
In fact, Faulkner prides herself in the fact that Epic is homegrown; they have never acquired another company, and Faulkner has stated they will never go public.
Epic Systems Corporation is an American privately held healthcare software company based in Verona, Wisconsin.
Epic is broadening its portfolio beyond electronic health records (EHR) by developing a healthcare-specific enterprise resource planning (ERP) system.
Epic Corp. holds several positive signals, but we still dont find these to be enough for a buy candidate. At the current level, it should be considered as a hold candidate (hold or accumulate) in this position whilst awaiting further development.
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