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Sponsors > Forms

Important Reminder: All administrative forms must be signed by the plan trustee. Any incomplete request will be returned to the plan sponsor.
Loan Application Form	(105 KB)

Fund Add Replace Form	(22 KB)

Loan Payoff Form	(22 KB)

In Service Withdrawal Request	(7.85 KB)

Deferral Rate Change Form	(7.85 KB)

Future Contribution Allocation Change Form	(69 KB)

Loan Deemed Distribution Request	(46 KB)

Investment Change Form Contributions Only	(131 KB)

Investment Change Form Existing Invest Only	(131 KB)

5500 Form Signer Credential Procedures	(25 KB)

Authorization and Request for Auto Rollover	(145 KB)

Rollover-In	(55 KB)

Minimum Required Distribution Request	(98 KB)

Online Services Authorization Form	(28 KB)

SSAE-16	(1020 KB)

Election of Optional Forms of Payment	(142 KB)

Special Tax Notice	(98 KB)

Plan Contact Information Change Form	(122 KB)

Change of Beneficiary Form	(80 KB)

Employee 401(k) Plan Enrollment Form	(78 KB)

Hardship Withdrawal Request Form	(49 KB)

Online Account Access Instruction-Spanish	(98 KB)

Plan Distribution Request Form	(92 KB)

Web/VRU Brochure	(32 KB)

Website Access Form	(55 KB)

ADP Guidelines	(23 KB)


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