Documents and Forms

EGTRRA Basic Plan Document
Use with EGTRRA Adoption Agreements

Retirement Plan Questionnaire
Questions about basic information that is needed to properly administer your retirement plan.

Proposal Request Form
Use this form to request a plan proposal from APC.

Beneficiary Designation Form J&S
Use this form when  designating a beneficiary in a plan subject to Joint
and Survivor rules.

Beneficiary Designation Form No J&S
Most plans are not subject to Joint and Survivor rules and should use this
form to designate a beneficiary.

Salary Reduction Agreement
A plan participant will use this form to authorize the amount or percentage
of pay that they wish to contribute when the plan is a 401(k) plan.