Use this form to request a proposal from JTV&A. This proposal will enable us to prepare a comparative plan analysis (for a new or existing plan) and make our recommendations. There is no fee for this analysis.
This notice contains important information you will need before you decide how to receive your benefits from your retirement plan.
This form allows you to designate the beneficiary of your retirement benefits upon your death. This form is used with plans that have joint and survivor annuity provisions.
This form allows you to designate the beneficiary of your retirement benefits upon your death. This form is used with plans that do not have joint and survivor annuity provisions.
Complete this form and mail it to your broker or mutual fund company to request that duplicate statements be routinely sent directly to JTV&A.
Complete this form and mail to your bank to request that monthly statements be sent directly to JTV&A. We will copy the statements for your plan files and return the original bank statements to you.
If you have recently received a Trust Identification Number for your plan from the IRS, or if JTV&A has notified you that the incorrect number is being used on your plan accounts, use this form to notify each financial institution to correct the tax identification number.
Use this form to roll funds from a prior qualified plan into your current employer's plan. You may need to contact your former employer to request any necessary paperwork that plan requires to initiate the rollover.