Benefit Systems News & Info

Hartford Forms

Special Tax Notice Form
Download the form in Adobe Acrobat Format (58 K)
EFT/Direct Deposit Agreement Form
Download the form in Adobe Acrobat Format (58 K)
Hardship Withdrawal Form
Download the form in Adobe Acrobat Format (58 K)
Beneficiary Designation Form
To name or change a beneficiary
Download the form in Adobe Acrobat Format (12.9 K)
Benefit Request Form (New)
Electronic Submission - Save the File and e-mail the completed form to cst@benefitsystems.biz This form should always be given out with the Special Tax Notice attached.
Download the form in Adobe Acrobat Format (51.3 K)
In Service Withdrawal Request
Request by an active employee to withdraw funds as permitted
Download the form in Adobe Acrobat Format (17.8 K)
Loan Request
Request a loan distribution
Download the form in Adobe Acrobat Format (33.2 K)
Minimum Required Distribution Form
Request a distribution for Participants reaching the required age
Download the form in Adobe Acrobat Format (17.9 K)
Participant Record Change Form
Change personal data or change/suspend contributions
Download the form in Adobe Acrobat Format (12.9 K)
Rollover Submission Form
Allocate funds from another qualified retirement plan. For assets being transferred to Hartford life only.
Download the form in Adobe Acrobat Format (17.9 K)
Spousal Consent Form
Certify marital status when applying for a loan
Download the form in Adobe Acrobat Format (26.9 K)
Withholding Authorization Request
Give authorization to withhold Federal and State tax on a distribution
Download the form in Adobe Acrobat Format (16.2 K)
Spousal Consent Distribution Form
Download the form in Adobe Acrobat format (9 K)
Deduction of Pension Administrator Fees Form
Download the form in Adobe Acrobat format (172 K)
Pension Administration Firm Processing of Online Distributions Form
Download the form in Adobe Acrobat format (84 K)

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