Form remittance 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Employer Information section. Enter your Program Plan Number, Employer Tax ID Number, IRS Plan Number, Employer’s Name, and Business Phone Number.
3. In Section 2, Contribution Remittance, specify the contribution dollar amounts in the appropriate columns for each type of contribution. Ensure you refer to your plan’s Adoption Agreement for guidance on allowed types.
4. If applicable, complete Section 3 for Catch-Up Contributions. Fill in participant names and their respective catch-up amounts based on eligibility.
5. Proceed to Section 4 for Loan Repayment Remittance. Provide participant names, social security numbers, loan numbers, and repayment amounts.
6. In Section 5, calculate and enter the totals from previous sections to determine your Grand Total.
7. Finally, ensure all information is accurate before signing and dating the form as required in Section 7.

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