Forms

• Beneficiary Designation Package for Plans Subject to QJSA
• Beneficiary Designation Package for Plans Not Subject to QJSA
• Salary Deferral Elections with Participant Instructions
• Termination of Employment Distribution Package for Plans Subject to QJSA
• Termination of Employment Distribution Package for Plans Not Subject to QJSA
• Sample Employer Resolution
• Notice of Safe Harbor Contribution
• Hardship Distribution Form
• IRS Form 5307
• IRS Form 8905 - Cover Letter
• IRS Form 8905
• Future Developments
• Beneficiary Designation – no QJSA.doc
• Beneficiary Designation – QJSA.doc
• Corporate Resolution - adoption.doc
• Deferral Election - no Roth or Catch-Up.doc
• Deferral Election with Catch-Up - no Roth.doc
• Deferral Election with Roth -- no catch-up.doc
• Deferral Election with Roth and Catch-Up.doc
• Hardship form - no Roth.doc
• Hardship form - Roth.doc
• LLC Resolution - adoption.doc
• Notice of Sponsor Amendment.doc
• Partnership resolution - adoption.doc
• Sole Proprietor - adoption.doc
• Termination Distribution Package - J&S.doc
• Termination Distribution Package - non-J&S.doc