Resources|Forms

• RPG Retirement Plan Forms
  
  • RPG Beneficiary Designation Form 
  • RPG Benefit and Distribution Form (For Terminated Employees) 
  • RPG Hardship/In-Service Distribution Request Form
  • RPG Loan Application
  • RPG Participant Deferral Election Form
  • RPG Required Minimum Distribution Form
  • Special Tax Notice
  • Rollover Directions (Moving Funds to Your RPG Account)
• Sample Amendments
  

  • Supplemental Amendment #1 to the Post-EGTRRA Good-Faith Amendment

• Sample Notices
  

  • Sample Qualified Default Investment Alternative (QDIA) Notice

• FSA Medical and Dependent Care -Section 125 FSA Forms
  
  • Section 125 Election Form
  • Section 125 Change of Election Form
  • Section 125 Claims Form - Medical (For Terminated Employees)
  • Section 125 Claims Form - Dependent Care (For Terminated Employees)
• FSA Mass Transit/Parking -Section 132 Forms
  
  • Mass Transit/Parking Enrollment Form -Section 132
  • Mass Transit/Parking Claim Form -Section 132 (For Terminated Employees)
• Fund-Provider Forms
  
  • American Funds - Distribution Form
  • Hartford Life - Distribution Form
  • Hartford Life - Hardship Form
  • Hartford Life - In-Service Withdrawal Request Form
  • Hartford Life - Loan Request Form
  • Hartford Life - Required Minimum Distribution (RMD) Form
  • ING - Distribution Form (for all types of distributions)
  • John Hancock (formerly Manulife) - Distribution Form
  • John Hancock (formerly Manulife) - Loan Form
  • John Hancock (formerly Manulife) - Hardship Form
  • John Hancock (formerly Manulife) - Participant Data Change Form
  • Momentum (AXA/Equitable) - Distribution/Rollover Form
  • Momentum - Loan Form
  • T. Rowe Price - General Distribution Form
  • T. Rowe Price - Hardship Distribution Form
  • T. Rowe Price - In-Service Distribution Form
  • T. Rowe Price - Loan Request Form
  • The Hartford (Formerly MFS) - Distribution Form