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Forms & Documents
Everything you need to know, all in one place. Stay up to date with your plan and its features, and download important forms here.
Beneficiary Form
Need to change where your retirement money would go if something should happen to you?
Download the Beneficiary FormPDF file opens in a new windowRollover-in Form
Complete this form to roll over eligible money from other retirement plans into your account.
Download the Rollover-in FormPDF file opens in a new windowAllocation Change Form
Use this form to change your investment selection.
Download the Allocation Change FormPDF file opens in a new windowHardship Distribution Form
Experienced an extreme financial hardship?
Download the Hardship Distribution FormPDF file opens in a new windowDistribution Form
Eligible for a Plan distribution?
Download the Distribution FormPDF file opens in a new windowSummary Plan Description
The SPD provides important details about the provisions of the Plumbers Local Union No. 1 Employee 401(k) Savings Plan.
Download the Summary Plan Description (SPD)PDF file opens in a new windowQualified Birth or Adoption Distribution Form
Use this form to request a withdrawal for a qualified event. Download the QBAD FormPDF file opens in a new windowPlumbers Local Union No. 1 Employee 401(k) Savings Plan Plan Resources & Quick Actions
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