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Electronic Payroll Investing Center (EPIC) Application

Electronic Payroll Investing Center (EPIC) Application 2025

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The document outlines the application process for the Electronic Payroll Investing Center (EPIC) by Administrative Data Management Corp. It includes sections for employer information, access requests, terms and conditions for full access employers, electronic funds transfer authorization, and indemnification clauses. Employers can choose between full access or report-only access to manage their payroll contributions electronically. The document emphasizes the responsibilities of the employer regarding accurate contribution instructions and the security of user credentials.

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Click ‘Get Form’ to open the Electronic Payroll Investing Center (EPIC) Application in the editor.
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.
Select the appropriate 'Plan Type' from the options provided: 403(b), 457, SIMPLE IRA, SEP-IRA, or SARSEP-IRA.
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.
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.
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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