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  • About Us
  • Services
  • Client Forms
  • Resources
  • Blog
  • Employment
  • Contact
  • Payment Portal

Client Forms

If you are having trouble accessing the forms below, please give us a call at 1 (818) 325 8800 or through email at mail@actuariesunlimited.com.

Annual Data Forms

  • Employee Census Form (Secure Portal)
  • Plan Info Form (Secure Portal)
  • Trust Info Form (Secure Portal)
  • Employee Census Form (Excel)
  • Plan Info Form (Fillable)
  • Trust Info Form (Excel)
  • Confidential Employer Info Form (CEIF)

Participant Forms

  • 2022 401(k) Election Form (PDF)
  • 2022 401(k) Election Form – ROTH (PDF)
  • 2022 Bonus Deferral Election Form (PDF)
  • 2023 401(k) Election Form (PDF)
  • 2023 401(k) Election Form – ROTH (PDF)
  • 2023 Bonus Deferral Election Form (PDF)
  • 401(k) Info Sheet
  • Beneficiary Form (DB/CB) (PDF)
  • Beneficiary Form (DC) (PDF)
  • Employee Termination Form – 401(k) (PDF)
  • Employee Termination Form – NON 401(k) (PDF)

Contact Us Today

Los Angeles: 818.325.8800

Email: mail@actuariesunlimited.com

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