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avalpert t1_j9yru8m wrote

It doesn't need to be a notarized document - just a signed form would do. Easy to draft, scan (or use an e-signature), and store electronically.

But accurate record keeping is the most critical part (including of your employer and employee contributions).

I'm sure you can ask your provider for whatever primer they have. It isn't difficult in the sense of being hard, but it does require diligence.

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