Select one of the following forms for download. All forms are in Adobe Acrobat® format. To obtain the free Acrobat® Reader, click the link at the bottom of this page. Click the '+' to expand for a description of the form.
For those clients that have adopted the automatic rollover regulations please use this form to distribute participant balances to an IRA. A Plan cannot cash out benefits worth more than $1,000 unless the participant affirmatively elects to receive cash. In the absence of the participant's election, any involuntary distribution greater than $1,000 must be done as an automatic rollover to an IRA. | Download Form |
In the unfortunate event of the death of a participant in one of our clients' retirement plans, the beneficiary of the deceased must fill out one of these forms and forward to the deceased's former employer. | Download Form |
In the event of a court ordered payment to a spouse or other beneficiary in the event of a participant's divorce specifically from the qualified retirement plan, this form should be completed, the Qualified Domestic Relations Order signed by the Judge and both attorneys should be attached and both forwarded to the appropriate company representative.
| Download Form |
Use this form if you no longer work for one of our clients and would like to withdraw your money. Please note the notice at the top of the distribution form regarding automatic rollovers, if applicable. (Note: Please refer to the Special Tax Notice below.) | Download Form |
Use this form if you want to apply for a hardship withdrawal. Please check your plan's Summary Plan Description or contact your Human Resources Department to make sure that your plan allows hardship withdrawals. | Download Form |
Use this form if you would like to apply for an in-service withdrawal. Please check your plan's Summary Plan Description or contact you Human Resources Department to make sure that your plan allows in-service withdrawals. | Download Form |
If your plan allows loans, use this form to request a loan from your account. If you are not sure if your plan allows loans, please check with your human resources department. You may borrow fifty percent (50%) of your vested account balance up to $50,000. The minimum loan is $1,000. | Download Form |
Use this form to change the person(s) who will receive your account balance in the event of your death. (Please Note: If you are married and wish to name someone other than your spouse as beneficiary, you will need to obtain written consent from your spouse.) | Download Form |
a) Broker Dealer Update Form - Please use this form to update your Financial Advisor information with each fund company. This may also be used to add yourself as a broker of record on an existing Dyatech plan. | Download Form |
To make any payment not listed on your amortization schedule including an early payoff of the loan, use this form. It must be signed by your company representative prior to submission to Dyatech. | Download Form |
Use this form to change your name, address, or other personal data. (Or you may use the automated phone system at 1-800-933-4788, when you want to make changes to your investments. You can e-mail name and address changes to firstname.lastname@example.org. Be sure to include your name, Social Security Number and the employer's name under which you are listed.)| Download Form |
This form is used so that your employer can withhold the correct federal income tax from your pay. Because your tax situation may change, you may want to refigure your withholding each year. | Download Form |