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Retirement Planning


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Alphabetical

457(b) Beneficiary Change

Change or designate 457(b) plan account beneficiaries. Details

Updated: Feb 2021

Not available to order

457(b) Distribution Request

A participant can use this form to take a distribution from their 457(b) account. Details

Updated: Mar 2026

Not available to order

457(b) New Participant Enrollment

Form that is used to add a new participant to an existing CB&T employer-sponsored 457(b) plan. Use for plans where employer approval is required. Details

Updated: Feb 2021

Not available to order

Court-Ordered Division of Assets

Initiate a division of assets pursuant to a Qualified Domestic Relations Order (QDRO) for a 403(b), 457(b), MPP/PSP, or Texas ORP retirement plan account. This form should be submitted with the Alternate Payee Distri... Details

Updated: Dec 2023

Not available to order

Inherited IRA Application

Application used to establish an American Funds traditional or Roth IRA with inherited assets. The Inherited IRA Request for Transfer of Assets or Direct Rollover form is also included. Details

Updated: Feb 2026

Not available to order

Investment Change Request for Future Allocations/Contributions Only

Form that allows participants of SIMPLE, SARSEP, 403(b) and 457(b) plans to make changes to their investment allocations. This for... Details

Updated: Dec 2024

Not available to order

IRA Trust Beneficiary Claim

Used to claim assets of a traditional, Roth, SIMPLE or SEP/SARSEP IRA when a trust is listed as beneficiary. Details

Updated: Mar 2026

Not available to order

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“Keep moving forward” IRA rollover kit

Kit with everything you need to help clients roll over an IRA. For fund numbers, names, minimums and share class descriptions, download the Fund Information... Details

Updated: Jan 2019

Max: 5

Online Group Investments (OGI) Submitting Contributions

Form used to submit contributions to SIMPLE, SEP, SARSEP, 403(b), or 457(b) plans. Details

Updated: Sep 2025

Not available to order

Reasons to consider increasing your contributions (Trifold brochure - English)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Jul 2025

Reasons to consider increasing your contributions (Trifold brochure - Spanish)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Jul 2025

Retirement Plan Spousal Beneficiary Claim and Distribution

Used by the spousal beneficiary of a 403(b), 457(b), profit-sharing or money purchase plan account to claim and distribute assets. Details

Updated: Mar 2026

Not available to order

Small Steps Can Take You Far - RP Enrollment Meeting Poster

RP Enrollment meeting poster used to announce enrollment workshop date, time, and location. This is a fillable 8.5 x 11 PDF. Details

Updated: Sep 2025

Not available to order

Small steps can take you far - sample customized enrollment meeting guide

Many plan sponsors want to see the actual enrollment brochure their retirement plan participants will receive. Use this sample wit... Details

Updated: Mar 2026

Not available to order

The value of saving over time (Trifold brochure - Spanish)

This brochure educates employees who are not currently participating in their employer’s retirement plan on the benefits of enroll... Details

Updated: Jul 2025
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