Complete the steps below to establish your plan. Call 1-800-345-3533 if you have questions or need help.
Step 1: Review the SEP Plan Basic Plan Document, and keep a copy for your records.
Step 2: Complete the SEP Plan Adoption Agreement*. Retain the original for your records and return a copy to us to establish your plan.
By Fax: 1-888-327-1997
American Century Investments
PO Box 419385
Kansas City, MO 64141-6385
* Read About the SEP Plan for information and step-by-step instructions for completing the SEP Plan Adoption Agreement.
Step 3: Complete the SEP Summary for Employees based on the options you chose in the SEP Plan Adoption Agreement and provide a copy to all eligible employees along with the SEP Plan Employee Information sheet.
Step 4: Direct employees to the online SEP IRA Application to open their account.
Step 5: Review our Purchase Guidelines and submit contributions.