FORMS

SALARY REDUCTION CHANGE FORM & INSTRUCTIONS
Use this form when a participant would like to change the amount of his/her payroll deduction. Print out this form and have the employee complete it and turn it in before your plan's applicable change date. Call IBI if you are not sure of your plan's change dates. Keep the completed form on file for your records and provide a copy to your payroll company or accountant, if they process your payroll.  Included is a separate change form for plans that include the Roth 401(k) feature.

QUALIFIED PLAN DIRECT ROLLOVER FORM & INSTRUCTIONS
Use this form when a participant would like to roll over funds from a previous employer's qualified retirement plan into your plan. Print this form and call IBI to review the remaining steps involved in this process. 

IRA/SEP/SIMPLE DIRECT ROLLOVER FORM & INSTRUCTIONS
Use this form when a participant would like to roll over funds from an IRA, SEP or SIMPLE plan into your plan. Print this form and call IBI to review the remaining steps involved in this process. 

APPLICATION FOR PARTICIPATION FORMS & INSTRUCTIONS
There are multiple forms available - the correct form for your plan depends on the features of your plan. Please call IBI to determine which form to use for your plan.

If your plan is a 401(k) plan and does not use an investment platform that provides Application/Enrollment Forms and Beneficiary Designation Forms, your plan will use one of the following Application For Participation Forms:
                                                                J&S            Non J&S 

If your plan is a not a 401(k) plan (i.e. a pension plan) and does not use an investment platform that provides Application/Enrollment Forms and Beneficiary Designation Forms, your plan will use one of the following Application For Participation Forms:
                                                                J&S            Non J&S 

SPOUSAL CONSENT FORMS & INSTRUCTIONS 
If your plan's investment platform provides Application/Enrollment Forms and Beneficiary Designation Forms, you should use their provided forms. If their Beneficiary Form does not include a spousal consent section (to name a beneficiary other than your spouse), please call IBI to determine which of the following forms to use for your plan. Print the appropriate form to attach it to the Beneficiary Form:
                                                                J&S            Non J&S 

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IRS Circular 230 Notice: Advice rendered in this communication, including attachments, on U.S. tax issues (i) is not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties that may be imposed by the IRS on taxpayers, and (ii) may not be used or referred to in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement. This notice is intended to comply with Section 10.35 of IRS Circular 230.