Sample SEPP Plan Form

This is a sample form that you can to document your SEPP plan assumptions. While there is no requirement that a SEPP Plan be reduced to writing, it will help you and your professional legal, tax, and financial advisors to document the assumptions, calculations and distribution details.


Remember, your SEPP plan is effective on the date of the first distribution and the interest rate selected must be selected based on the maximum interest rate on the date of the first distribution.  Make sure that you also check out our Planning Pointers before you implement your SEPP plan.

72tNET makes no warranties or representations regarding the suitability or usability of this sample form in your distribution planning.