| Form Name |
Form Description |
|
Salary Deferral Agreement Forms
|
| Automatic Contribution Arrangement Notice |
Informs you of certain rights and obligations under an Automatic Contribution Arrangement |
| Automatic Contribution Arrangement Election |
Elect or change the automatic deferral amount |
| Automatic Contributions Arrangement Election - Roth |
Elect or change the automatic deferral amount (plans that allow Roth 401(k) deferrals) |
| Salary Deferral Agreement |
Elect or change your deferral election |
| Salary Deferral Agreement - Roth |
Elect or change your deferral election (plans that allow Roth 401(k) deferrals only) |
| Understanding Salary Deferrals |
Understanding Salary Deferral Contributions |
|
Beneficiary Forms
|
| Beneficiary Designation Non-QJSA |
Elect or change your beneficiary designation |
| Beneficiary Designation QJSA |
Elect or change your beneficiary designation |
|
Distribution Forms
|
| Request for Distribution Checklist |
Checklist of what is needed to complete a distribution |
| Postponement of Distribution Election |
Elect to postpone your distribution until a later date |
| Special Tax Notice |
Required to be given to a participant with the Request for Distribution Form |
| Request for Distribution Instructions |
Required to be given to a participant with the Request for Distribution form |
| Request for Distribution |
Request a distribution from your plan |
| Election to Refund Deferrals from Automatic Contribution |
Request a refund of your automatic deferral contribution – must be done within 90 days of the first automatic deferral being withheld |
| Automatic Rollover Notice |
This notice applies to plans with a mandatory distribution limit of $5,000 and is to be given to the participant |
| In-Plan Roth Conversion Election Form |
In-Plan Roth Conversion Election Form - Request an In-Plan Roth Conversion from you plan |
| In-Plan Conversion Participant Notice |
In-Plan Roth Conversion Participant Notice – Required to be given to a participant with the In-Plan Roth Conversion Election Form |
|
Loan Forms
|
| Request for Loan Instructions |
Required to be given to a participant with the Request for Plan Loan form |
| Request for Loan |
Request a loan if your plan allows loans |
|
Divestment Notices
|
| Divestment Notice |
Informs you of specific rights concerning investments in company stock |
| Election to Divest Publicly Traded Employer Stock |
Elect to divest out of all or a portion of company stock |
|
Miscellaneous & Special Request Forms
|
| Investment Election and Transfer Form |
To change your investment elections and transfer money between funds |
| Request for SPD |
Request SPD's |
| Request for Retirement Plan Enrollment Guides and SPD |
Request enrollment guides and SPD's (Nationwide plans only) |
Plan Participant 
