Retirement Plans - Contact us for over 30 years of experience in providing independent, comprehensive services in the design, implementation, communication, and administration of retirement plans. FBA currently ranks as one of the largest independent Third Party Administration (TPA) firms in the nation.








These forms are plan specific. 

From the FBA home page, log into the participant investnet site for access to these forms.  If your plan allows for loans, go to the Transactions Tab and click on the Loan Modeling link. The remaining forms are located in the Plan Documents section under the Plan Details tab.

You can also contact your plan sponsor to obtain the most current version of these forms.

 

  • Beneficiary Designation Form
  • Distribution Request Form with Special Tax Notice
  • Loan Request Form
  • Rollover Certification Form

 


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