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Employer Forms

• Generic 401(k) enrollment form
• Spousal consent form for non-spousal beneficiary designation
• Distribution election form
• Hardship distribution request form
• Participant loan request form
• Participant termination notice
• Joint & Survivor Election Form
Certificate Under IRS Revenue Procedure 2000-20

 

 

 

 

 

 

  

 

2535 Tech Drive Suite 201 Bettendorf, IA 52722 p:319/3071 f: 319/332-3086