Advisor Forms | Qualified Retirement Plans

Advisor Forms

 

Polycomp maintains a library of forms to help you and your clients complete transactions more efficiently.  If the form you are looking for is not available, please contact us so we can assist you.

Annual Employer Questionnaire (AEQ)

Use to report important information about the status of your client's company, the operation of their plan, and the goals and objectives of their plan.

Beneficiary Designation Package

Use the appropriate form to document the beneficiary for your client’s retirement account. The Plan Sponsor should retain a current Designation of Beneficiary form for each participant in the plan.

Participant Loans

Use this form for participant loan requests.

Hardship Withdrawal Form

Use this form for withdrawing participant hardship distributions.

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.