Designation of Beneficiary


To designate your beneficiaries or update an existing designation, you may submit a new Designation of Beneficiary form at any time.  Please carefully read and follow the instructions, then return the completed form to your employer.

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Distribution Package

download-docIf you are no longer employed with the company offering your retirement plan or you qualify for an in-service distribution, you may be eligible to take a distribution from the plan. For more information with regard to your options for distribution, please refer to the instructions in the Distribution Package. If you have additional questions or need further clarification, please call our office for assistance.

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Hardship Package

download-docYour retirement plan may allow certain amounts to be withdrawn if you have a financial hardship. You may request a hardship from your eligible fully vested accounts in the Plan.  Please review your Summary Plan Description (SPD) for details on hardship withdrawals.

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Loan Package

download-docYour retirement plan may allow for loan(s) of up to the lesser of 50% of your vested account balance or $50,000.  Please review your Summary Plan Description for details on loan provisions.

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Participant Change Form

download-docIf you would like to change your existing deferral election or need to update your legal name on your retirement account, please complete the Participant Change Form and return it to your employer.

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QDRO Determination

download-docA Qualified Domestic Relations Order (QDRO) is an order issued by a court as part of a divorce. In the event a QDRO is issued, a portion of your assets may be divided as outlined in the QDRO. Our team will work with you to ensure the QDRO is prepared properly, signed and stamped by the court. We will work with the alternate payee to separate the portion of your account that was awarded in the QDRO. The form provided is a checklist that outlines the required items in a QDRO.

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Austin, Dallas, Houston, Texas

401(k) Plan Participant Forms ― Retirement Plan Account Forms

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