Templates

The following blank templates are available to our clients for downloading. Clients can submit their completed templates to Data@APC401K.com for processing.

Templates:
A. Blank Census Form
B. Census Data Excel Spreadsheet
C. Basic Plan Design Questionnaire
D. Loan Policy Questionnaire
E. Annual 5500 form Questionnaire
F. Discrimination Key Employee (HCE) Identification Form
G. Discrimination Test Required Data List
H. Discrimination Testing Census and Contributions Excel Spreadsheet
I. Plan document Signature Pages
J. Trust Document Signature Pages
K. Beneficiary Form (Word Doc. / PDF)
L. Plan Sponsor Information Form (Word Doc. / PDF)
M. Claims Forms (group):
(M1) Instruction Letter (Word Doc. / PDF)
(M2) Claim Request (Word Doc. / PDF)
(M3) J & S Waiver Form (Word Doc. / PDF)
(M4) 30 Day Waiver for Distribution (Word Doc. / PDF)

Some templates may be viewed in .pdf format. Click here to download Adobe Acrobat.