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
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)