On this page you can get required forms to start or administer your retirement plan. All are in Adobe Acrobat format, unless otherwise noted and all are "click-and-type" forms. Simply place your cursor over a field in the form, left-click once and begin typing. Once all information is filled in, the form can be printed out. Click here to download FREE Adobe Acrobat Reader.

Clickable Confidential Data Form
Printable Census Form
Employee Census for New Proposal

Participant Withdrawal(FOR EMPLOYEES OF DEFINED CONTRIBUTION PLANS)
Participant Withdrawal(FOR SPONSORS OF DEFINED CONTRIBUTION PLANS)
Participant Withdrawal(FOR SPONSORS OF DEFINED BENEFIT PLANS)
Federal Withholding Forms for Distributions
California Withholding Forms for Distributions
Beneficiary Designation Form
401(k) Deferral % Change Form
Roth 401(k) Deferral % Change Form
Loan Application (if your plan allows loans)
Rollover Application (to roll money INTO your employer's plan)
Hardship Distribution Application (if your plan permits)
Renew your Fidelity Bond (external link)
Employee Handout: 401(k) Saver's Credit
Employee Handout: 401(k) Catchup Provisions
Employee Handout: 401(k) Safe Harbor Confirmation Notice
Appraisals and Prohibited Transactions Certification Form
Qualified Plan Questionnaire
Trust Data
Employee Census for Existing Clients

We welcome your feedback! Please contact BPI with any questions or comments regarding these forms.