If the desired file does not automatically open after you "left double click on the link", then "right single click the link" and use "Save Target As..." to save the form to your computer.  You can then open directly under Adobe Reader.

Participant Form used to obtain benefit payments given service termination, retirement, death or disability - Termination Benefit Request Form

Participant Form used to obtain benefit payments under In-Service Distribution Provisions (if any) or Hardship Distribution Provisions - In-Service or Hardship Distribution Request Form

Participant Form used to request a Partial Distribution following a determination that payment of a desired benefit distribution can not be made at this time - Request for Partial Distribution

Participant Form used to obtain a loan from account under the Plan - Request for Loan

Form used by Participant to request copy of Summary Plan Description, copy of other plan documents, Special Written Explanation/Valuation of Benefit, and/or ask a question specific to participation under the Plan - Special Service Request

Participant Generic Salary Deferral Election Form - Deferral Election Form

Participant Generic Bonus Deferral Election Form - Bonus Deferral Election

Beneficiary Designation Election Form where terms of plan do not allow annuities to be a form of benefit payment.  Check the terms of your Summary Plan Description prior to using this form - Beneficiary Election Lump Sum Version

Beneficiary Designation Election Form where terms of plan does allow annuities to be a form of benefit payment.  Check the terms of your Summary Plan Description prior to using this form - Beneficiary Election when Plan Offers Annuity Payments

Required Minimum Distribution Form (RMD) which explains when an RMD needs to be paid, and allows for an election to receive or defer an RMD.  If you will be age 70 1/2 or more before this December 31st, you should complete and submit this form before December 1st for processing - RMD Form

Special Tax Notice explaining how benefits are taxed, and how monies can be rolled over to continue the tax shelter.  This Notice is "generic" in that it is not intended to be specific to any specific person, and is not intended to address Roth Accounts - Generic Special Tax Notice for Distributions

Special Tax Notice explaining how benefits are taxed, and how monies can be rolled over to continue the tax shelter.  This Notice is "generic" in that it is not intended to be specific to any specific person, and it is intended to address Roth Accounts - Generic Special Tax Notice for Roth Monies

Important Notice on Loan Default.  This Notice explains in general terms, what happens when a participant defaults on a loan that person has under the Plan.    This Notice is "generic" in that it is not intended to be specific to any specific person or loan terms - Loan Default Notice

 

Forms for Plan Sponsors Only

Plan Sponsor Form for requesting Plan Document Service - Document Authorization Form

Plan Sponsor Form for requesting Amendment Service - Amendment Service Request

Plan Sponsor Form for Basic Data needed for documents - Basic Sponsor Data

Plan Sponsor Form for conducting a survey of employee interest toward a 401(k) Plan - Survey Kit