Employee Resources

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.

» Designation of Beneficiary Form
Use this form to document the beneficiary for your retirement account.

LOANS & DISTRIBUTIONS

» Online request for loans and distributions
Used to request loans and distributions.

» 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.

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