Forms - NADART Retirement Plan Forms

Making Changes to an Existing Account?

Changing a beneficiary?

Beneficiary Designation Form (N-30) (pdf)

Making a name change?

Classic Plans Participant Information Change Form (PIC)* (pdf) (for Classic Plans only)
Investment Choice Plan participants - name changes and/or corrections should be made by the Plan Coordinator on the next payroll file submitted.

Changing a name or beneficiary in a periodic payment or deferred account?

Classic Plan NADART Installment/Deferred Participant Beneficiary Designation Form (B-30Install) (pdf) (for Classic Plans only)
Investment Choice Plan NADART Installment/Deferred Participant Beneficiary Designation Form (IC-30Install) (pdf) (for Investment Choice Plans only)

Notifying NADART of the start of a leave of absence?

Classic Plans Participant Information Change Form (PIC)* (pdf) (for Classic Plans only)
Investment Choice Plans Participant Information Change Form (IC-PIC)* (pdf) (for Investment Choice Plans only)

Notifying NADART of the end of a leave of absence?

Classic Plans Participant Information Change Form (PIC)* (pdf) (for Classic Plans only)
Investment Choice Plans Participant Information Change Form (IC-PIC)* (pdf) (for Investment Choice Plans only)

Changing or correct a Social Security Number?

Classic Plans Participant Information Change Form (PIC)* (pdf) (for Classic Plans only)
Investment Choice Plans Participant Information Change Form (IC-PIC)* (pdf) (for Investment Choice Plans only)

Withdrawing from participation?

Classic Plans Participant Information Change Form (PIC)* (pdf) (for Classic Pension Plans only)
Classic Plans Payroll Deduction Authorization Form 401(k) plans (PDA2) (pdf) (for Classic 401(k) Plans only)
Investment Choice Plans Payroll Deduction Authorization Form (ICPDA) (pdf) (for Investment Choice Plans only)
IC-Roth PDA Roth 401(k) Payroll Deduction Authorization Form (IC-Roth PDA) (pdf) - for participants enrolled in a plan with Roth 401(k) options (for Investment Choice Plans only)

Changing Contribution Rate?

Classic Plans Payroll Deduction Authorization Form Pension/Profit-Sharing plans (PDA1) (pdf) (for Classic Plans only)
Classic Plans Payroll Deduction Authorization Form 401(k) plans (PDA2) (pdf) (for Classic Plans only)
Investment Choice Plans Payroll Deduction Authorization Form (ICPDA) (pdf) (for Investment Choice Plans only)
IC-Roth PDA Roth 401(k) Payroll Deduction Authorization Form (IC-Roth PDA) (pdf) - for participants enrolled in a plan with Roth 401(k) options (for Investment Choice Plans only)

Rolling over contributions from an IRA?

IRA Rollover Verification Form (pdf)

Rolling over contributions from another qualified plan?

Qualified Plan Rollover Verification Form (pdf)

*online enabled form