Defined Contribution Documents

Defined Contribution Forms

Applications

Application for Retirement Benefits

Application for Alternate Payee Benefits

Application for Surviving Spouse or Beneficiary Benefits

Standard Forms

Beneficiary Election Form
formulario de selección de beneficiario

Address Change Verification Form
formulario de cambio de dirección

Elective Form

2025 Elective Deferral Form

NOW CLOSED

Defined Contribution Plan Documents

The following documents pertain to all parts of the plan. If there is a document you need that is not listed, please contact the Benefit Office.

Plan Document, effective 7/1/21

Summary Plan Description (SPD), effective 7/1/21

Defined Contribution Mailings

The following documents pertain to mailings or notices provided to all participants in the plan. If there is a mailing or notice you need that is not listed, please contact the Benefit Office.

Summary Annual Report for 2023 Plan Year

Elective Deferral Form for 2025 Calendar Year NOW CLOSED

Participant Portal

Employer Portal