Forms & Documents

Click on a form below to access a PDF version of that form.
Please complete the form and send to Pension Inc. at:

2535 Tech Drive Suite 201
Bettendorf, IA 52722

If you need assistance, please call us at:

563/332-3071 between the hours of 8 a.m. - 5 p.m. Mon. - Fri.
Central Standard Time.

Broker Forms

• Generic 401(k) enrollment form
• Spousal consent form for non-spousal beneficiary designation
• Retirement Plan Design Questionnaire

Employer Forms

• 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

Employee Forms

• Distribution election form
• Hardship distribution request form
• Participant loan request form
• Spousal consent form for non-spousal beneficiary designation
• Joint & Survivor election form 

*These requests will NOT be processed without the signature of an authorized company representative and/or a notary public.