Account Service Forms

Service Forms Image Name and Description View Order by Mail ACH Electronic Funds Transfer Form - Plan Contributions Form used to establish the Automated Clearing House (ACH) privilege that allows you to transfer money directly between your fund account(s) and your bank account by electronic funds transfer. View and print (PDF 83k)  Maximum of 5 copies {D9CED8F4-C494-4E39-831C-7AD6F7F770B0} Application for CPI Web Form used to activate online access as plan sponsor for 401(k), profit sharing, money purchase pension, SEP IRA or SIMPLE IRA retirement plans. View and print (PDF 35k)  Maximum of 5 copies {F12C654A-6DDF-450E-B408-3A29C21EF35A} IRA Beneficiary Designation Form Form used to add or update your beneficiary elections on your Traditional IRA, Roth IRA, SEP IRA or SIMPLE IRA. View and print (PDF 79k)  Maximum of 5 copies {D7762DEF-742C-4364-BEEF-F21CD845BB5F} IRA Distribution Form Form used to complete a full or partial distribution from a Traditional IRA, Roth IRA, SEP IRA, Coverdell ESA or SIMPLE IRA. View and print (PDF 85k)  Maximum of 5 copies {B91F9619-1C78-4C42-A49F-CCB2DCDB9481} Prototype Retirement Plan Fees A snapshot of retirement plan fees. View and print (PDF 64k)  Maximum of 5 copies {6C9946D7-BA19-4CA6-9E71-3F2BEC2F9A49} Qualified Distribution Form Form used to submit a distribution request from a qualified retirement plan. View and print (PDF 328k)  Not available to order online. {0CE721EA-0BE7-48DC-9414-929D08EDB022}

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