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Preferred Pension Planning Corporation


 
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Administrative Forms

Print the following administrative forms by clicking on the form name. Please mail or fax the completed forms to the address listed on the cover page.

Distribution Forms

Please contact your Employer or your PPPC Administrator for the appropriate package number.

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Package #1:  No J&S, Retain $5,000 Automatic Rollover, Gartmore Contract

bullet Package #2:  No J&S, Retain $5,000 Automatic Rollover
bullet Package #3:  No J&S, Reduce to $1,000 Automatic Rollover
bullet Package #4:  No J&S, Eliminate Automatic Rollover
bullet Package #5:  J&S, Retain $5,000 Automatic Rollover, Gartmore Contract
bullet Package #6:  J&S, Retain $5,000 Automatic Rollover
bullet Package #7:  J&S, Reduce to $1,000 Automatic Rollover
bullet Package #8:  J&S, Eliminate Automatic Rollover
bullet Package #9:  No J&S, Reduce to $1,000, Eliminate cash out
bullet Package #10:  J&S, Reduce to $1,000, Eliminate cash out
bullet Hardship Certification Form
bullet Designation of Beneficiary Form - No J&S
bullet Designation of Beneficiary Form - With J&S
 Miscellaneous Forms
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401(k) Plan Survey

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Retirement Plan Design Questionnaire

bullet Census Data Submission Form
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Takeover Documents Checklist

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Financial Data Summary

 

In order to download forms, you will need Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader, you may obtain a free copy by clicking on the button below. 


Affiliated Company Links


Government Links

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Internal Revenue Service

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U.S. Department of Labor

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Pension Benefit Guaranty Corporation

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Financial Industry Regulatory Authority


Other Interesting Links

bullet BenefitsLink
bullet 401(k) Wire
bullet Defined Contribution Plan News
bullet Who's The Employer?
bullet 401(k) Help Center
bullet Know Your Pension
bullet McKay Hochman FAQs

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