Ordering checks for the Solo 401k

How should I order checks for the Solo 401k account?

• The 401k name must be printed on the checks as the account holder

Check your plan documents, e.g. the EIN document, for the correct spelling.

• The 401k name should also be the name on the bank account
• The 401k address should be listed on the checks 

If you’d like a different address printed on the checks, please confirm with the bank first.

• Ordering the checks is the expense of the plan and should be paid from the 401k account

This is not a personal expense and should not be paid using personal funds.

• A debit card can be obtained for the 401k

A credit card cannot be obtained for the 401k and would be considered a prohibited transaction.

Credit card for my Solo 401k