Open New Account > Log in & Sign Up > Online SEP Plan Enrollment Form

Enroll Online

  • About 5-10 minutes to complete the form
  • Your Social Security Number or your Individual Tax Identification Number
  • Beneficiary’s Social Security Number
  • Beneficiary’s Date of Birth
  • Ability to print

Disclaimer: If you are using Google Chrome as your browser, you must install the PDF Viewer extension to be able to print and download upon completion.

Or Submit Forms Offline

Simply click the button below to download all the forms you'll need to fill out, and you'll be on your way.