Participant Forms


*Please be advised that these forms are for current Perfect401(k) Plan Participants, and New Plans who have chosen Wellington Companies as their 401(k) Plan Provider. If you are interested in a 401(k) Plan from Wellington Companies, please Contact Us for further details.


ENROLLMENT INSTRUCTIONS

Our Enrollment Instructions form is your go-to guide while completing your Perfect401(k)™ Plan set-up process. It provides you with information regarding which forms are required, and gives you a brief overview of your Investor Group Options.

ENROLLMENT FORM

Your Enrollment Form is required for all Plan Participants to Submit to Wellington Companies. This form will determine your deferral amount and which Investor Group option you would like to be placed in.

DESIGNATION OF BENEFICIARY

Complete this form to establish your designated beneficiary(ies). Please note that your totals must equate to 100% for Primary Beneficiary, and 100% for Secondary Beneficiary (if you have a Secondary Beneficiary).

ROLLOVER VALET™

Have an old 401(k) account that you would like to rollover into your new Perfect401(k)™ account? Our Complimentary Rollover Valet™ is designed to transfer all of your funds with ease. Let us do the work for you.

 

PARTICIPANT LOAN APPLICATION

If your Plan Sponsor has chosen to allow loans in your Perfect401(k)™  plan, complete and submit this form to Wellington Companies for review. 

*Restrictions apply, see document for details.

DISTRIBUTION FORM

If you need a distribution of your Perfect401(k)™ account please complete and submit this form to Wellington Companies for review.

*Restrictions apply, see document for details.

HARDSHIP APPLICATION

If you are in financial hardship and need to take a distribution from your 401(k), please complete the attached form. Your hardship must meet the requirements noted in the Hardship Application.

*Restrictions apply, see document for details.

ASSET ALLOCATION WORKSHEET

If you need help determining which Investor Group is best for you, please fill out this worksheet for guidance. It will ask you questions about risk, savings, and give you an estimate about how much you will need for your retirement.

 

 

 

ACH AUTHORIZATION FORM

The ACH Authorization Form is to be used when certain distribution requests allow for an ACH transfer instead of mailing a check to you. 

*Restrictions apply, see representative for details.

FAQ SHEET

Our Frequently Asked Questions Sheet will give you the basic information about having a 401(k), how much you should save, and where you can find more information about your plan.


Secure File Upload

Upload your files securely using the Perfect401(k)™ file upload utility.