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Members may download one copy of our sample forms and templates for your personal use within your organization. Please note that all such forms and policies should be reviewed by your legal counsel for compliance with applicable law, and should be modified to suit your organization’s culture, industry, and practices. Neither members nor non-members may reproduce such samples in any other way (e.g., to republish in a book or use for a commercial purpose) without SHRM’s permission. To request permission for specific items, click on the “reuse permissions” button on the page where you find the item.
Advance Copies of 2015 Form 5500 Available
401(k): Automatic Enrollment Election for New Hires
401(k): Distribution Request
401(k): Election Change Request
401(k): Employee Satisfaction Survey
401(k): Hardship Withdrawal Application
401(k): Loan Application
401(k): Plan Description Statement
401(k): Developing a 401(k) Investment Policy Statement
Beneficiary Designation: General Form
Benefit Distribution Form: Spousal Consent
Cancelation of Benefits Letter
Profit Sharing Plan: Beneficiary Designation
Profit Sharing Plan: Withdrawal
Profit Sharing Plan: Spousal Consent
See also:Reporting and Compliance...
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