Welcome to Pollard & Associates’ Forms page.  Here you will find plan forms frequently utilized by participants and plan sponsors.

For Participants

401(k) Enrollment Election Form
401(k) Enrollment Election Form – Roth
Beneficiary Designation Form
Loan Application
Hardship Withdrawal Application
Lump Sum Distribution Form

For Employers

 Hardship Withdrawal Approval
 Loan Default Notice
 QDRO Determination Checklist
Distribution Tax Notice – Traditional 401(k) Accounts
Distribution Tax Notice – Roth 401(k) Accounts