Designate participant beneficiary
Confirm payment of distribution for 1099-R
Authorize JULY to get investment statements
Enroll in the plan and designate beneficiary
Enroll in the plan and designate beneficiary
Elect an in-plan Roth conversion
Instructions for JULY to change investment(s)
Elect how JULY recordkeeping fees are paid
Sample annual reports for JULY's recordkeeping platform.
Sample 404(a)(5) fee disclosure.
Sample 404(a)(5) fee disclosure.
Sample quarterly reports for JULY's recordkeeping platform.
Authorize JULY to process fees via ACH or credit card
Authorize JULY to initiate ACH pull for contribution purposes
Information for divorcing Plan Participants
Information for employers with divorcing participants