Forms
Following is a library of commonly requested forms. Please note that the forms below may not be applicable to your plan. The plan document for your plan determines whether or not certain options are permitted within the plan (i.e. participant loans, in-service withdrawals, etc.).
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TitleCategoryDescription
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Fees, Invoices, BankingAuthorize JULY to initial ACH pull
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Participant ElectionsDesignate participant beneficiary
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Distributions and LoansInstructions for direct deposit of distribution proceeds
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Distributions and LoansConfirm payment of distribution for 1099-R
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InvestmentsAuthorize JULY to get investment statements
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Fees, Invoices, BankingAuthorize JULY to process fees via ACH or credit card
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Enrollment and ContributionsEnroll in the plan and designate beneficiary
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Enrollment and ContributionsEnroll in the plan and designate beneficiary
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Distributions and LoansHardship Withdrawal FAQ
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Participant ElectionsElect an in-plan Roth conversion
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InvestmentsInstructions for JULY to change investment(s)
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Web AccessInstructions for accessing the participant website
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Fees, Invoices, BankingElect how JULY recordkeeping fees are paid
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Web AccessFor requesting access to the plan website
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Sales and ProspectingSample annual reports for JULY's recordkeeping platform.
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Sales and ProspectingSample 404(a)(5) fee disclosure.
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Sales and ProspectingSample 404(a)(5) fee disclosure.
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Sales and ProspectingSample quarterly reports for JULY's recordkeeping platform.