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These forms and applications will assist you in establishing a Plan Direct Program.
Applications
Plan Sponsor Application
Designation of Beneficiary
Investment Election Enrollment Form
Distribution Request Form
Plan Direct Loan Application
Plan Direct Excess Distribution Request Form
Plan Direct Rollover Contribution Enrollment Form
General Information
Fee Schedule
Services and Responsibilities
Start-Up Plan/Timeframe
Conversion Plan/Timeframe
Service Model Flowchart
TRAC2000 Wire Instructions
Special Tax Notice Regarding Plan Payments
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