Solo 401k Forms

Use our helpful resource below to access Solo 401k forms

Updated over a week ago

Investment Direction Form (purchase and sell)

The following forms can be found in the "Forms" 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

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