[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304141-105":53,"doc-detail-304141-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","ira-contribution-instructions-for-traditional-roth-and-simple-iras-form","IRA Contribution Instructions for Traditional, Roth, and SIMPLE IRAs - Form","","IRA Contribution Instructions for Traditional, Roth, and SIMPLE IRAs provide structured sections to report IRA owner and employer information and to document IRA contribution transactions. The form collects IRA account (plan) number, Social Security number, date of birth, and contact details, then captures contribution details such as investment number, amount, contribution date, and tax year. It outlines contribution types for each IRA category, explains required additional documentation, defines key terms like conversions and designated Roth accounts, and directs users to IRS guidance and professional advice.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/ira-contribution-instructions-for-traditional-roth-and-simple-iras-form/304141/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/ira-contribution-instructions-for-traditional-roth-and-simple-iras-form/304141.png","ImageObject",442,249,{"name":88,"@type":89},"Theodore","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-24","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What information is required to complete the IRA contribution sections?","Question",{"text":108,"@type":109},"The form requests the IRA account (plan) number, Social Security number, date of birth, and daytime phone number. It also collects investment number, amount, contribution date, and tax year for each contribution section.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What contribution types are available for a Traditional IRA?",{"text":113,"@type":109},"Traditional IRA contributions list options such as Regular (including Catch-Up), SEP, Rollover, Transfer, Recharacterization, and Distribution Repayment, including special categories like Postponed Contribution/Late Rollover with reason code where applicable.",{"name":115,"@type":106,"acceptedAnswer":116},"Is this form allowed for a Roth SIMPLE IRA?",{"text":117,"@type":109},"No. The document states the form cannot be used for a Roth SIMPLE IRA.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},304141,1790099381,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},7971461740886,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","Clear Form  \nIRA Contribution Instructions for Traditional, Roth, and SIMPLE IRAs  \nFarm Bureau Bank  \nP.O. Box 33427  \nSan Antonio, TX 78265-3427  \nFax: 866.913.5087  \nEmail: [services@farmbureaubank.com](services@farmbureaubank.com)  \n\n| NAME, ADDRESS, CITY, STATE, AND ZIP |  |  |  |\n| --- | --- | --- | --- |\n|  |  |  |  |\n| IRA ACCOUNT (PLAN) NUMBER | SOCIAL SECURITY NUMBER | DATE OF BIRTH | DAYTIME PHONE NUMBER |\n|  |  |  |  |\n\nTraditional IRA Contribution (See Additional Information included with this form.)  \n\n| INVESTMENT NUMBER | AMOUNT | CONTRIBUTION DATE | TAX YEAR |\n| --- | --- | --- | --- |\n|  | $ |  |  |\n| CONTRIBUTION TYPE: l Regular (including Catch-Up)\u003Cbr>l Simplified Employee Pension (SEP)\u003Cbr>l Recharacterization\u003Cbr>l Rollover\u003Cbr>l Transfer |  | l Rollover or Direct Rollover from an Eligible Retirement Plan\u003Cbr>l Distribution Repayment*\u003Cbr>l Postponed Contribution/Late Rollover (including with self-certification)*\u003Cbr>*Reason Code (if applicable)   |  |\n\nRoth IRA Contribution (See Additional Information included with this form.)  \n\n| INVESTMENT NUMBER | AMOUNT | CONTRIBUTION DATE | TAX YEAR | TAX YEAR OF FIRST ROTH IRA CONTRIBUTION/CONVERSION |\n| --- | --- | --- | --- | --- |\n|  | $ |  |  |  |\n| CONTRIBUTION TYPE: l Regular (including Catch-Up) l Rollover or Direct Rollover from an Eligible Retirement Plan l Simplified Employee Pension (SEP) l Rollover or Direct Rollover from a Designated Roth Account\u003Cbr>l Rollover l Direct Rollover from a Qualified Tuition Program\u003Cbr>l Transfer l Distribution Repayment*\u003Cbr>l Recharacterization l Postponed Contribution/Late Rollover (including with self-certification)* l Conversion *Reason Code (if applicable)   |  |  |  |  |\n\nSIMPLE IRA Contribution (See Additional Information included with this form.)  \n\n| INVESTMENT NUMBER | AMOUNT | CONTRIBUTION DATE | TAX YEAR | INITIAL CONTRIBUTION DATE |\n| --- | --- | --- | --- | --- |\n|  | $ |  |  |  |\n| CONTRIBUTION TYPE: l Employer Contribution l Rollover or Direct Rollover from an Eligible Retirement Plan\u003Cbr>l Transfer l Distribution Repayment*\u003Cbr>l Rollover l Postponed Contribution/Late Rollover (including with self-certification)*\u003Cbr>*Reason Code (if applicable)   |  |  |  |  |\n\nIRA Contribution Instructions for Traditional, Roth, and SIMPLE IRAs IRACMBCONLAZ 11/1/2024  \nll2i2g4htsWroeslteerrsveKdluwer Financial Services, Inc. P2g111.0f04  \nClear Form  \nEmployer Information (For SEP or SIMPLE contributions.)  \n\n| NAME, ADDRESS, CITY, STATE, AND ZIP |  |  | DAYTIME PHONE NUMBER |\n| --- | --- | --- | --- |\n|  |  |  |  |\n\nI am the IRA owner, employer, or individual legally authorized to complete this form . I certify the accuracy of the information set forth in this form, and I authorize this transaction. I certify that this contribution is eligible for deposit. Except as otherwise provided by law, I assume full responsibility for determining my eligibility and for ensuring the eligibility of the contribution. My designation of the tax year for the contribution, and any election to treat a contribution as a rollover or recharacterization, is irrevocable . I acknowledge that the custodian/trustee cannot provide, and has not provided, me with tax or legal advice . I have been advised to seek the guidance of a tax or legal professional.  \nSignature of IRA Owner/Employer Date Signature of Custodian/Trustee Date  \n[This area intentionally left blank.]  \nIRA Contribution Instructions for Traditional, Roth, and SIMPLE IRAs IRACMBCONLAZ 11/1/2024  \nll2i2g4htsWroeslteerrsveKdluwer Financial Services, Inc. P2g121.0f04  \nPurpose . The IRA Contribution Instructions for Traditional (including SEP), Roth (including Roth SEP), and SIMPLE IRAs form is used to document an individual retirement account (IRA) contribution transaction. This form cannot be used for a Roth SIMPLE IRA.  \nAdditional Documents . Applicable law or policies of the IRA custodian/trustee may require additional documentation. For example, for arecharacterization, the Internal Reven","cbCaiq6D2ilrQrO4","https://ap.wps.com/l/cbCaiq6D2ilrQrO4","pdf",1000441,"English","# IRA Contribution Instructions for Traditional, Roth, and SIMPLE IRAs\n## Traditional IRA Contribution\n## Roth IRA Contribution\n## SIMPLE IRA Contribution\n## Employer Information (For SEP or SIMPLE contributions)\n## Purpose and Additional Documents\n## For Additional Guidance\n## Terms and Key Definitions","[{\"question\":\"What information is required to complete the IRA contribution sections?\",\"answer\":\"The form requests the IRA account (plan) number, Social Security number, date of birth, and daytime phone number. It also collects investment number, amount, contribution date, and tax year for each contribution section.\"},{\"question\":\"What contribution types are available for a Traditional IRA?\",\"answer\":\"Traditional IRA contributions list options such as Regular (including Catch-Up), SEP, Rollover, Transfer, Recharacterization, and Distribution Repayment, including special categories like Postponed Contribution/Late Rollover with reason code where applicable.\"},{\"question\":\"Is this form allowed for a Roth SIMPLE IRA?\",\"answer\":\"No. The document states the form cannot be used for a Roth SIMPLE IRA.\"}]","IRA Contribution Instructions for Traditional, Roth, and SIMPLE IRAs - Form | PDF",1789810544]