For Employees

Participant Forms

Health & Welfare Forms

Health Reimbursement Arrangement (HRA)

Flexible Spending Account (FSA)

Retirement Forms

To access forms related to Special Pay, 3121 FICA Alternative (Premier), APPLE, and Employer Sponsored  Plans —including Distribution Forms and Beneficiary Designation Forms—please log into your account using the Access Account button at the top right-hand corner. Once logged in, select Forms from the Forms & Reports dropdown in the top blue header.

Why do I have to log in to access my plan forms?

These forms are only accessible through secure account access to help protect your account from fraudulent transaction requests. HRA and FSA forms are made publicly available because of the substantiating documentation that’s required with many of those form submissions.

General Forms

CARES Act Self Certification Form

W-9 Form

Plan Sponsor (Employer) Forms

Trust Wire Authorization Form

Trust Transaction Form (Includes Administrative Procedures)

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