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Retirement Plans
Forms - NADART Retirement Plan Forms
Forms by Event
Requesting a Payment?
Starting in the Plan?
Transferring to a New NADART Plan?
Making Changes to an Existing Account?
Distribution Forms by Number
Account Maintenance Forms by Number
Administrative Forms
Starting in the Plan?
Verifying that an employee received a complete NADART Enrollment Package?
Classic Plan Employee Enrollment Package Acknowledgement Form
(pdf) (Classic plans only)
Investment Choice Plan Employee Enrollment Package Acknowledgement Form
(pdf) (Investment Choice plans only)
Naming a beneficiary?
Beneficiary Designation Form (N-30)
(pdf)
Rolling over money from a prior plan or Individual Retirment Account (IRA)?
Qualified Plan Rollover Verification Form
(pdf)
IRA Rollover Verification Form
(pdf)
Enrolling a rehired employee?
Participant Re-Enrollment Form (N-PR)
(pdf)
Beginning (authorize) the withholding of contributions to the Pension and Profit Sharing Plan? (for Classic plans only)
Payroll Deduction Authorization Form (PDA1)
(pdf)
Beginning (authorize) the withholding of contributions to the 401(k) plan?
Payroll Deduction Authorization Form (PDA2)*
(pdf) (Classic Plans only)
Investment Choice Payroll Authorization Form (IC PDA)*
(pdf) (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 (Investment Choice Plans only)
Assisting in making investment elections via the NADART Voice Response System(VRS) or PlanWeb? (for Investment Choice plans only)
Investment Election Worksheet
(pdf)
*online enabled form