Below you'll find all the essential forms for your employees. These forms are in an easy-to-download format, so you can print or save them for easy access anytime, anywhere. Remember that your employees can do most activities online.
Beneficiary Designation Addendum
Employees use this form to change or add primary beneficiaries and contingent beneficiaries not listed on their Beneficiary Designation Form.
Employees use this form to change their name, permanent and/or mailing address, phone number, email address, contribution rate, annual increase, or bank information.
Distribution Request Form
Employees use this form to request a distribution from their account.
Excess Removal Worksheet
Employees use this form if their contributions exceed the annual Roth IRA contribution limit, or their income exceeds the maximum allowed for Roth IRA contributions, and they need to make a withdrawal to correct the excess.
Employees use this form to move a contribution originally made to a Roth IRA into a Traditional IRA with another financial organization.
Inherited IRA Beneficiary Distribution Election
A beneficiary who has inherited an IRA uses this form to make a payment election for the inherited IRA assets.