PPC’s Most Frequently Used Forms |
| Separation from Service - Use this form to notify Pension Plan Consultants LLC when a participant is leaving the plan as a result of retirement or termination. |
| Salary Deferral Change - Use this form when a participant decides to change his/her deduction from payroll. This form should be kept in the participants HR file. Pension Plan Consultants does not need a copy of this form. |
| Distribution Options - Internal form used when an participant is electing to make a decision on his/her distribution options. |
| Special Tax Rules on Distributions 402(f) - Contains important information you will need before you decide how to receive Plan benefits. Click here for plans that have the Roth 401k features. |
| Spousal Consent (without QPSA)– Use this form if you are married and you are not naming your spouse 100% primary beneficiary. (with QPSA click here) |
| 1099R Special Tax Rules on Distributions - IRS Information on your distribution. |
| Beneficiary / Address / Status Change Form – Use this form to change beneficiary elections, marital name changes and address changes.
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