Individual Account Retirement Plan – Plan Documents & Forms
Fillable PDF Forms
Some PDF forms on this site are fillable online. You can type information directly onto the PDF.
By default, Firefox does not currently support forms in fillable format. To use this feature, view the site in Chrome or Microsoft Edge.
Plan Documents, Amendments & SMMs
Summary Plan Description
Formal Plan Rules and Regulations
Summary of Material Modifications
July 24, 2020 – Changes to Binding Arbitration Requirement, Required Minimum Distribution Waiver, Coronavirus Distributions, & more