PLAN SPONSORS

The following forms are available for Plan Sponsors. A Participant Data Change form and a Participant Termination Notice can be downloaded at your convenience, they may be completed online and submitted back to us using the Submit By Email. Otherwise you may print them, complete them manually, and then send it back to us by postal mail or fax.

Note: You will need the latest version of Adobe Acrobat Reader to print these forms as well as fill them out on your computer. Click on the button below to download the latest version of Acrobat Reader.

Participant Data Change Form
Participant Termination Notice

Any questions on downloading or submitting the forms, please contact Phil Hale at phil@devlinhale.com

Devlin & Hale Associates, Inc.
2275 Silas Deane Highway, Third Floor
Rocky Hill, CT 06067-2329

Telephone: 1-800-899-8770 or 860-258-1910

Fax: 860-258-1915