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
- 2025 401(k) Election Form
- 2025 401(k) Election Form – ROTH
- 2025 Bonus Deferral Election Form
- 2024 401(k) Election Form
- 2024 401(k) Election Form – ROTH
- 2024 Bonus Deferral Election Form
- 401(k) Info Sheet
- Beneficiary Form (DB/CB)
- Beneficiary Form (DC)
- Employee Termination Form – 401(k)
- Employee Termination Form – NON 401(k)