Transferring an employee to an Affiliated Plan or unrelated employer (rollover to another NADART plan)?

• NADART Benefit Request Form (N-10)* (pdf)

• NADART Roth Account Distribution Form (N-11)* (pdf) - for participants enrolled in a plan with Roth 401(k) options
• NADART Direct Rollover Election Form (N-15)* (pdf) - for particpants electing a Direct Rollover
• NADART Benefit Request Periodic/Deferred Payment (N-20)* (pdf)- for participants electing Periodic or Deferred payment
• Letter of Acceptance (not required for plans that are Affiliated)
• Employee Enrollment Roster (Classic Plans only)
• If you are transferring to an affiliated employer, please read the Affiliated Transfer Fact Sheet (pdf).

Transferring an employee within a control group?

• NADART Employee Transfer Form (N-TFR) (pdf)

Transferring an employee within a multi-store group?

• NADART Employee Transfer Form (N-TFR) (pdf)

  *online enabled form