Applications & Starter Kits

Click any of the forms below to begin downloading. If you have any questions when filling out the form or prefer to receive it via fax, please call us at: 800-858-8850 x6010.

Form name
Type
403b7 Brochure
403(b)(7)
403b7 Custodial Agreement
403(b)(7)
Salary Reduction Agreement
403(b)(7)
Transfer Agreement
403(b)(7)
Contribution Change Form
403(b)(7)
EGTRRA Restatement Shareowner Letter
Individual 401(K)
Instructions for Completing EGTRRA Restatement Adoption Agreement
Individual 401(K)
Qualified Retirement Plan - Adoption Agreement
Individual 401(K)
Qualified Retirement Plan - Basic Plan Document
Individual 401(K)
Qualified Retirement Plan - Final IRC Section 415 Regulations Amendment Kit
Individual 401(K)
Qualified Retirement Plan - KETRA-Katrina Amendment Kit
Individual 401(K)
Qualified Retirement Plan - Pension Protection Act of 2006 Amendment Kit
Individual 401(K)
Qualified Retirement Plan - Summary Plan Description
Individual 401(K)
Qualified Retirement Plan - Termination Amendment Kit
Individual 401(K)
SunAmerica IRS Opinion Letter
Individual 401(K)
Designation-Change of Beneficiary (RETBE)
IRA Account
Disclosure Statement & Custodial Agreement (IRADS)
IRA Account
IRA Distribution Form (IRADF)
IRA Account
IRA Q&A (QAIRA)
IRA Account
IRA-ESA Application (RETAP)
IRA Account
Supplemental Retirement Application (RETSP)
IRA Account
IRS 5305-EA
IRA Account
Mandatory Distribution Request Form (MDSTR)
IRA Account
IRA Account/Transfer Form (RETTF)
IRA Account
Basic Account Application (MFAPP)
Non-Qualified
Broker - Dealer Change (BDCHG)
Non-Qualified
Change of Ownership (MFCOO)
Non-Qualified
Premier Select 401(k)/Investment Sheet (INVES)
Non-Qualified
Medallion Guaranteed Letter of Instruction (MGLOI)
Non-Qualified
Request For Name Change (NMCHG)
Non-Qualified
Supplemental Account Application (MFSUP)
Non-Qualified
Transfer On Death (TOD) Beneficiary Designation Request (TODFR)
Non-Qualified
IRS 5304
SIMPLE IRA
SIMPLE IRA Application (SIMAP)
SIMPLE IRA
SIMPLE IRA Brochure (SIMBR)
SIMPLE IRA
SIMPLE IRA Transfer Request (SIMTF)
SIMPLE IRA
SIMPLE IRA Change of Future Contributions (SIMCH)
SIMPLE IRA

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