Plan Sponsors

Forms

Print

Find and download forms to support plan administration.

Form Name Complete Online Download/Print
Plan Audit Forms
  • Financial Plan Audit Documentation Request Form
N/A Get Form (XLS)
  • Regulatory Plan Audit Inquiry Transmittal (for IRS and DOL audits ONLY)
N/A Get Form (PDF)
  • Regulatory Plan Audit Documentation Request (for IRS and DOL audits ONLY)
N/A Get Form (XLS)
Plan Sponsor Refund Request
  • Plan Sponsor Refund Request Online Instructions
N/A Get Form (PDF)
  • Plan Sponsor Refund Request Form
N/A Get Form (PDF)
  • Personal Information Verification form
N/A Get Form (PDF)
  • Sample Salary Reduction Agreement
N/A Get Form (PDF)
  • Plan Amendment Authorization
N/A Get Form (PDF)
  • Minimum Distribution Amendment
N/A Get Form (DOC)
Defined Benefit (Group Annuity)    
  • Authorization to Deduct Insurance Premiums
N/A Get Form (PDF)
  • Notification of Annuitant Death
N/A Get Form (PDF)
  • Request for Benefit Calculation
N/A Get Form (PDF)
  • Request for Initiation of Annuity Benefits — Direct Pay
N/A Get Form (PDF)
  • Request for Initiation of Annuity Benefits — Non Participating
N/A Get Form (PDF)
  • Single Sum Payment
N/A Get Form (PDF)
  • Single Sum Survivor Benefit — Non Spouse
N/A Get Form (PDF)
  • Single Sum Survivor Benefit — Spouse
N/A Get Form (PDF)
  • Single Sum Survivor Benefit — Estate
N/A Get Form (PDF)
Revenue Credit Account    
  • Payment Destination
N/A Get Form (PDF)
  • Plan Servicing Credit Disbursement
N/A Get Form (PDF)
  • Investment Option Transfer
N/A Get Form (PDF)
  • Disbursement for Vendor Expenses
N/A Get Form (PDF)
  • Account Authorization
N/A Get Form (PDF)
  • W-9
N/A Get Form (PDF)

Contact Us

Call the Administrator Telephone Center at (888) 842-7782, Monday through Friday from 8 a.m. to 8 p.m. (ET).

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