Forms

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
Web Access Form

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Managing Your Plan to Minimize Top-Heavy Issues
January 10, 2017

Happy New Year! To start the year off right, we would like to share insights on how you can help your business-owner clients minimize pains associated with top-heavy issues. Because top-heavy required employer contributions to 401(k) plans can create budget challenges and may be a thorn in the side of some business owners, this article discusses creative ways to alleviate related frustrations, satisfy existing clients and gain new relationships along the way.

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