Individual 401(k)

Click any of the documents below to begin downloading. For forms and applications related to specific types of accounts, please select from the menu options on the side of the page. 

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.

Document
Form Number
Qualified Retirement Plan - Basic Plan Document
QRQBK
Qualified Retirement Plan - Summary Plan Description
QRSPD
IRS Opinion Letter
Individual(k) Distribution Form
IKDIS
Mandatory Distribution Form
MDSTR
Beneficiary Change/Designation Form
RETBE
SunAmerica Trust Company Privacy Policy Notice
STCPN

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