Establish a SEP Plan

Employer Checklist

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

By Mail:
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.

Have questions or need help?

Call 1-800-345-3533
to speak to a Business & Retirement Specialist.