FORMS

Most of these forms require signatures. Please complete the form, print, sign, and fax or mail to Benefit Equity. Be sure to put your company name associated with the 401(k) plan on the form. For example, if your company goes by another name (dba )give us the legal name and the dba, if you are a subsidiary give us the parent company name and your subsidiary.

Fax to:
Benefit Equity: 714-480-1365
Or
Mail to:
Benefit Equity, Inc.
Attn: Loans & Distributions
1971 E Fourth St., Suite 100
Santa Ana, CA 92705

Loan Application
401(k) Loan Application Form

Leaving Your Employer
Participant Distribution Election Form

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