DOWNLOADABLEforms

On this page you can get required forms to start or administer your retirement plan (forms for Section 125 cafeteria plan sponsors and participants are here). All are in Adobe Acrobat format, unless otherwise noted and all are "click-and-type" forms. Simply place your cursor over a field in the form, left-click once and begin typing. Once all information is filled in, the form can be printed out. Click here to download FREE Adobe Acrobat Reader.

 

New Clients!
Below are some important documents to help us get started.

Clickable Confidential Data Form
Printable Census Form
Employee Census for New Proposal

Existing Clients! Online Administration Manual
Below are some important administration forms with instructions.

Distribution Application
Beneficiary Designation Form
401(k) Deferral % Change Form
Loan Application (if your plan allows loans)
Rollover Application
Employee Handout: 401(k) Saver's Credit
Employee Handout: 401(k) Catchup Provisions
Employee Handout: 401(k) Safe Harbor Confirmation Notice
2005 Deadlines Calendar
Appraisals and Prohibited Transactions Certification Form
Qualified Plan Questionnaire
Trust Data
Employee Census for Existing Clients

Please contact joe@benman.com with any questions regarding these forms.