Retirement Plans

Forms

Polycomp maintains a robust library of forms to help you complete transactions more efficiently. If the form you are looking for is not available, send us a note or give us a call so we can help you.

NOTE: You will need Adobe Acrobat Reader in order to read some of these. If you do not have Acrobat Reader, you can download it here for free.

» Annual Employer Questionnaire Form
Used to report important information about your company's status, the operation of your plan, and the goals and objectives of your plan.

» Designation of Beneficiary Form
Use this form to document the beneficiary for your retirement account. The Plan Sponsor should retain a current Designation of Beneficiary form for each participant in the plan.

LOANS & DISTRIBUTIONS

» Request for Participant Loan
Used to request participant loans.

» Hardship Withdrawal - Notice and Election Form
For clients with the Roseville and San Diego offices - Used for withdrawing participant hardship distributions.

» Hardship Withdrawal - Notice and Election Form
For clients with the Woodland Hills office - Used for withdrawing participant hardship distributions.

CONTACT US

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Testimonial

"We are very pleased to have Polycomp as one of our premier partners with our qualified plan clients. Their firm is very attentive to business and detail. They make us look good and take a big load off of our backs. If you are not working with Polycomp you owe it to yourself to visit with their team."Ed Hendricks, LUTCF, AIFPolycomp partner for 5 years.