Set up Participant Account

Welcome

Welcome to the SIMPLE IRA Application wizard for the CADENCE ONEFIVE. The wizard should take 5-10 minutes to complete if you have all the required information.

Please review the following documents before you begin.

If you have questions about how the plan operates, please contact ERIKA PARKINS/BOMEE JUNG at ERIKA@C15.IO or 646-956-2220 to obtain the Participation Notice & Summary Description they received as part of their Annual Notice requirements.

The wizard asks for information about you and your beneficiary (the person who should receive the assets in this account upon your death) that is needed to establish the SIMPLE IRA.

Your Information Beneficiary Information
  • Address
  • Date of birth
  • Social Security number
  • Telephone number
  • Name
  • Address
  • Date of birth
  • Social Security number

Once you start the wizard, you must finish it. For data security reasons, none of your information can be saved. Click the Continue button when you are ready to begin.