The JULY team is geared to customize service delivery for advisors to meet the unique needs of your firm and those of your clients. Below are some of the ways we can customize our service.Custom...
Provided on this page are common forms used by JULY for a variety of processes. Please select the form you would like to download.
Notice of Terminated Participant
Send this form to JULY at the time of an employee termination. JULY will send a Termination Distribution Packet to the employee to start the distribution process.
Web Access Authorization Form
Plan Sponsor and Client Portal Web Access Authorization Form
Update: Revised Ruling Allows Forfeiture Balances to be Used for Safe Harbor Contributions
February 14, 2017
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