Participant Forms | The Pension Specialists, Ltd. | Rockford

The Pension Specialists, Ltd. Retirement Plan Tax Consulting & Compliance Solutions

Plan Participants

Plan Participant Downloadable Forms

PDF Files of forms are available for you to download. Just click the links on the right side of the page.

Group - Enrollment Package (Package includes terms a-e)

a. Contribution Election Authorization Form

b. Notice of Pre-Retirement Survivor Benefit Form

c. Designation of Beneficiary Form

d. Consent of Spouse Form

e. Multiple Beneficiary Election Form

Future Investment Election Form

Annual Limitations

2020 annual Limits and Annual Cost of Living Adjustments

Enrollment/Change

TPS Privacy Policy Guidelines

Privacy Policy

2021 annual Limits and Annual Cost of Living Adjustments (simplified)