SEP Simple Retirement Plan Data Collection

Business Information

Business Legal Name(Required)
MM slash DD slash YYYY
Does the business have any existing 401(k) plans?

Participant Information

Date of Birth(Required)
Driver's License Issue Date(Required)
Driver's License Expiration Date(Required)
This field is for validation purposes and should be left unchanged.

For additional questions, please call One Strategic Capital, Inc. at (206) 397-4890

or email

If you would like to schedule an appointment, please go to:

Click on Appointment Type: WA Long Term Care Appointment

Select Date & Time

Enter your details

Click “Book”