Plan Participant
Download A Form
These forms are available for download in Adobe Acrobat PDF Format. You will need an Adobe Acrobat Reader on your computer in order to view or print these forms. Click here if you need to download a free copy of the Adobe Acrobat Reader.
Use this form to change the person(s) who will receive your account balance in the event of your death. Please Note: If you are married and wish to name someone other than your spouse as beneficiary, you will need to obtain written consent from your spouse.
Use this form to change your name, address, or investment instructions. It is highly recommended that you use our secured Participant Account Log-In feature here at our website or our automated "Voice Response" [VRU] service at 1.888.565.4772, when you want to make changes to your investments. You can e-mail name and address changes to help@retirementplanners.com. Be sure to include your name, Social Security Number and the employer's name under which you are listed.
Use this form if you no longer work for one of our clients and want to withdraw your money. You may also wish to visit our link Roll-Over Your Account With RPA for further information and options available to you.
If your plan allows loans, use this form to request a loan from your account. If you are not sure if your plan allows loans, please check with your human resources department. You may borrow fifty percent of your vested account balance up to $50,000. The minimum loan is $1,000, so you must have at least $2,000 vested in your account.
This notice explains the rules when withdrawing money from a retirement plan. You may want to visit our Participant FAQs link for further information on withdrawing your money.
Use this form if you want to apply for a hardship withdrawal. Please check your plan's Summary Plan Description or contact your Human Resources Department to make sure that your plan allows hardship withdrawals. Again, you may also want to visit our Participant FAQs link for further information on hardship withdrawals.
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