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   FORMS

Welcome to Pollard & Associates’ Forms page.  Here you will find plan forms frequently utilized by participants and plan sponsors.

For Participants

401(k) Enrollment Election Form – Pre-tax or Roth
401(k) Enrollment Election Form – Pre-tax Only
401(k) Bonus Election Form
Beneficiary Designation Form
Loan Application
Hardship Withdrawal Application
Lump Sum Distribution Form

For Employers

 Loan Default Notice
 QDRO Determination Checklist
Special Tax Notice