If contributions in excess of the legal or plan limits have been made to the plan, use Corrective Measures for Contributions Form to make corrections. Corrective Measures for Contributions Form outlines each excess contribution reason. More detailed instructions, including deadlines, are attached to the form.

Corrective measures for contributions form.

Instructions for Completing Corrective Measures for Contributions Form (page 1)

A. The Authorized Plan Representative completes the employer and participant information. 
B. Determine if you have a violation, from the list in the box below the form.
C. Only one subsection of section 3 should be completed.