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Kit document

Payroll / contribution workflow checklist

⚠️ Educational only

Confirm reporting with your payroll provider and CPA — IRS reporting guidance may still evolve.
  1. Collect employee attestation: eligible child + Trump Account established
  2. Capture trustee / account identifiers needed for contribution (per provider)
  3. Set annual cap controls: ≤ $2,500 / employee and child’s remaining $5,000 room
  4. Choose cadence: lump sum, quarterly, or payroll-synced
  5. Document GL / benefit code with finance
  6. Test a pilot group before open enrollment
  7. Publish employee FAQ + support contact
  8. Calendar year-end reconciliation

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