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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.
Plan Highlights Brochure
Read about your plan highlights and features.Download the Plan Highlights Brochure
Compare traditional pre-tax contributions; Roth after-tax contributions; or a combination of both.Download the Roth Brochure
Overview of Plan Fees (404a notice)
Review to learn about investment expenses and Plan administrative fees that may apply to you.Download the Overview Notice
Roth conversion form
Access this form to submit a conversion (or rollover) to Roth after-tax source.Download the form
Request for Disbursement
Ready to start taking distributions?Download the Request for Disbursement
Spousal Consent Waiver Form
Required for distributions if you are married.Download the Spousal Consent Waiver Form
Rollover-In FormDownload the Rollover-In FormPDF file opens in new window
Transferrable Source Notice
Plan participants may have additional investment flexibility through their "Transferrable Source."Download the Transferrable Source NoticePDF file opens in new window
Transferrable Source FAQ
Read more about how a balance in the transferrable source can benefit you.Download the Transferrable Source FAQ
In-service DistributionsA distribution taken after age 59½ while you are still working is available, and can be initiated online by logging in to your account. Or, call Empower at 877-JIB-401k (877-542-4015)877-JIB-401k (877-542-4015) for assistance.
Electronic DistributionWe can deposit your distribution right into your bank account—just like a paycheck. You can establish your instructions online by logging in to your account. Or, call Empower at 877-JIB-401k (877-542-4015)877-JIB-401k (877-542-4015) for assistance.
QDIA Notice & Addendum
Get information about how your assets will be invested if you do not choose your own investments.Download the QDIA Notice