JULY offers you choice in selecting the retirement platform that is right for you and your client. We have many years of experience working with top retirement platforms and we offer our own...
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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