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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Participant ElectionsDesignate participant beneficiary
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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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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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Participant ElectionsElect an in-plan Roth conversion
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InvestmentsInstructions for JULY to change investment(s)
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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.
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Fees, Invoices, BankingAuthorize JULY to process fees via ACH or credit card
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Enrollment and ContributionsAuthorize JULY to initiate ACH pull for contribution purposes
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Distributions and LoansInformation for divorcing Plan Participants
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Distributions and LoansInformation for employers with divorcing participants