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» 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
» Online Request for Participant Loans and Distributions
Used to request loans and/or distributions for plan participants.
» Hardship Withdrawal - Notice and Election Form
Used for withdrawing participant hardship distributions.
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