Participant Forms
Below is a list of frequently needed forms. We suggest that you use www.wellingtonhq.com. This way everything can be uploaded and approved through our secure portal.
| Form | Description |
|---|---|
| Salary and Deferral Update Form | You can also update your deferrals & investments online through www.wellingtonhq.com. |
| Beneficiary Designation | You can also update/change your beneficiaries online through www.wellingtonhq.com. |
| Schwab LPOA | You can also complete the Schwab LPOA online through www.wellingtonhq.com. |
| Rollover Valet | Use this service to rollover funds into this retirement plan from your previous provider or an IRA. You can also get the rollover information and instructions online through www.wellingtonhq.com. |
| Distribution | You can request a distribution online through www.wellingtonhq.com. |
| Loan Request | 401(k) Loans are only available if you plan allows them. Ask your employer or refer to your Summary Plan Description for details. You can request a loan online through www.wellingtonhq.com. |
| Hardship Request | Hardship Distributions are only available if you plan allows them. Ask your employer or refer to your Summary Plan Description for details. |
| Required Minimum Distribution | If you are subject to the RMD rules, complete this form to request your required distribution. |
| Retirement Planning Worksheet | The Retirement Planning Worksheets will help you determine the amount that you should save and will provide you with a Risk Profile to help you choose an appropriate Wellington-Managed Model Portfolio. |
| Form ADV | This form delivers required disclosure information regarding Wellington Consulting Services, Inc.’s Investment Advisory activities as required by the Securities and Exchange Commission (SEC). |