Administration Forms

Yearly Forms and Instructions

• Profit Sharing/401(k)/403(b) Plans
  • Disbursements Log
  • Employee Census Questionnaire Instructions
  • Census File
  • Questionnaire
• Traditional Defined Benefit/Cash Balance Plans
  • Disbursements Log
  • Employee Census Questionnaire Instructions
  • Census File
  • Questionnaire
  • Contribution Listing
• Onboarding Forms for new clients
  • Employer Information Sheet
  • Takeover Request
• 1099R Log
• Change of Contact/Trustee/Financial Advisor Form
• EFAST Instructions
• Fidelity Bond Notice