Forms

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.