Contribution and Loan Repayment Remittance Form
Plan Administrators must submit this completed form with all contributions and/or loan repayments.
Corrective Measures for Contributions
Plan Administrators should use this form to make corrective distributions, reallocations or refunds from participant accounts. Please review the attached instructions before completing the form. Corrective Measures for Contributions
Plan Administrators should use this form to make corrective distributions, reallocations or refunds from participant accounts. Please review the attached instructions before completing the form.
> Instructions for Completing The Corrective Measures for Contributions
> Summary Of the Types Of Excess Funds Occurring In Participants’ Accounts and the Allowable Corrective Measures Eligible Not Participating Form (401(k) plans only)
Plan Administrators should use this form to add someone to the plan who is eligible to make 401(k) contributions but chooses not to. This allows the Program to add the employee to the recordkeeping system so that he or she will properly be included in the Form 5500 participant count and to receive the required 404a-5 Participant Disclosures.
NOTE: This form should not be used to enroll someone for whom a contribution of any kind is being made. To do that, please use the Enrollment Form, found in the Enrollment Package for New Participant. Investment Only Plan Disbursement Form
To be completed only by the plan administrator of an investment only plan to request distributions, loans or withdrawals. Loan Default Form
To be completed by Plan Administrator to default outstanding participant loans in a full-service plan. Notification of Contributions/Loan Repayments by Wire
Plan Administrators must complete this form in conjunction with the Contribution/Loan Repayment Remittance form if the funds being contributed are to be wired to the Program. Qualified Domestic Relations Order Review Sheet
This form must be completed by the Plan Administrator, and submitted with any QDROs. Rollover Certification Form for Individual Participant
Plan Administrators must submit this form for a participant making a rollover contribution from another Individual Retirement Account or employer plan. See the form for other eligible rollover contributions that can be made. Sponsor Web Activation Request Form