Transcription of SIMPLE IRA Elective Deferral Agreement - Schwab …
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SIMPLE IRA Elective Deferral Agreement - Schwab …
SIMPLE IRA Elective Deferral Agreement *REG20182-18=01*Ascensus, Inc. 6 16 (01/17) 2018 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CC1687128 (0318-8H00) REG20182-18 (03/18)00206669 Employee InstructionsRead and complete all sections, as applicable, of this Elective Deferral Agreement before signing it. Return it to your Employer (with your completed Schwab IRA Account Application, if you are a new participant). This form should not be returned to Employer Name of Employer 2. Employee Information Name of Employee Employee Social Security Number Home Street Address City State Zip Code3. Terms of Elective Deferral AgreementLimits on Elective Deferrals. Subject to the requirements of the Employer s SIMPLE IRA plan , each Employee who is eligible to enroll as a Contributing Participant may set aside a percentage of his or her pay into the plan ( Elective Deferrals) by signing this Elective Deferral Agreement .
Subject to the requirements of the Employer’s SIMPLE IRA Plan, each Employee who is eligible to enroll as a Contributing ... may not exceed the salary reduction contribution limits as prescribed by the Internal Revenue Service (IRS). ... or any other period the Employer specifies on the Participant Notice and Summary Description.
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