Form simple ira contribution 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by filling out the Employer Information section. Enter the name of your employer, plan identification number, mailing address, city, state, ZIP code, daytime phone number, and contact name. Ensure all details are printed clearly.
3. Indicate the amount enclosed for employee contributions in the designated field. This should match the total contributions listed in Section 2.
4. Proceed to the Employee Contributions section. Here, you will need to enter each employee's information including their name, Social Security number, and both employee and employer contribution amounts.
5. Ensure that all entries are typed and not handwritten for clarity. Use our platform’s features to easily input this information.
6. Finally, review all entered data for accuracy before submitting the form along with your check payable to Wells Fargo Funds.

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