client login

    ANNOUNCEMENTS


HOME ABOUT US CLIENT ADVISORS RESOURCES CONTACT US
         Client & Advisor Resources    Participant Resources
          Forms    Newsletters

   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

 Hardship Withdrawal Approval
 Loan Default Notice
 QDRO Determination Checklist
Special Tax Notice