Forms

We have selected some basic forms for quick access by our clients. We recommend you use the particular form that was designed for your plan, but if for some reason you can't locate it and time is of the essence, these forms can be used, subject to the following:

Note: All forms should be given to your plan trustee or administrator do not send forms directly to TSC.

(Left click to View or right click | Save to Download forms)

• Late Deposit Client Worksheet
• Buy-Back Notice and Request
• 401(k) Enrollment & Investment Change Form
• Expedited Payment Form
• Rollover Contribution Application
• Military Return USERRA

You will need Adobe Acrobat Reader to view these forms!

WARNING: These forms are "generic" and may refer to features that are not available in a specific plan. The plan document and Summary Plan Description should be consulted for the applicability of any particular feature or provision. In some cases, the form will not apply at all to a plan.

Examples:

• If a plan does not allow Participant Loans, the Participant Loan application does not apply to that plan.

• If a 401(k) plan does not permit hardship withdrawals, the 401(k) Hardship Withdrawal form does not apply to that plan.

Participants who use this web site should be cautioned that using one of these forms does not guarantee a loan, distribution, or withdrawal. The plan trustee and Plan Administrator must approve the request, and above all, the Plan Document must permit it. Please refer to your Summary Plan Description (SPD) booklet.