18004354000 2026

1. Click ‘Get Form’ to open the SIMPLE IRA Contribution Transmittal Form in the editor.
2. Begin by filling out the Employer Information section. Enter your Business Name, Federal Tax Identification Number (EIN), Business Street Address, and Telephone Number. Ensure all fields are completed accurately to avoid processing delays.
3. In Section 2, choose your transmittal instructions. Select either to deposit an enclosed check or transfer funds using MoneyLink. If using MoneyLink, provide the transfer amount and your bank account details.
4. Proceed to Section 3 for Contribution Information. Fill in each Employee's Name, Schwab Account Number, Social Security Number, and Salary Deferral Contribution amounts. Make sure the Total Contribution matches your payment method.
5. Finally, complete the Employer Authorization section by signing and dating the form. Review all entries for accuracy before submission.

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