Forms

401K Loan Form

Participant Distribution Election Form

Deferral Election with Roth and Catch-Up

Deferral Election with Catch-Up – no Roth

Beneficiary Designation – Pension

Beneficiary Designation – QJSA

Generic Census Format

Loan and Distribution forms can be completed, signed, and sent to Benefit Equity, Inc. Be sure to put your company name associated with the Retirement 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

Mail to:
Benefit Equity, Inc.
Attn: Loans & Distributions
1971 E Fourth St., Suite 100
Santa Ana, CA 92705