Solo 401k Forms

Contribution Form

Investment Direction Form (purchase and sell)

Third Party Authorization Form

Participant Loan Repayment Form

CARES Act Loan Repayment Form

The following forms can be found in the .zip file of your Solo 401k plan and trust documents in your 401k Document Center:

• Beneficiary Designation form

• Death Distribution form

• Distribution form

• In-Plan Roth Conversion form

• In-Service Distribution form

• Rollover Acceptance form

• Rollover Preparation form

• Participant Loan form