ROLES AND RESPONSIBILITIES

1. Understand the roles and responsibilties during plan setup and ongoing
servicing.

Download Service Responsibility [42 kb]

2. View sample conversion guide.

Conversion Guide [126 kb]

3. View sample forms

Special Tax Notice Regarding Plan Payments [128 kb]
Alternate Payee Benefit [50 kb]
Automatic Rebalance Form [53 kb]
Distribution Form [61 kb]
Beneficiary Form [57 kb]
Death Benefit Form [60 kb]
Hardship Withdrawal Form [62 kb]
Initial Enrollment Form [91 kb]
Inservice Withdrawal Form [54 kb]
Installment Payment Election Form [53 kb]
Loan Application [64 kb]
Rollover Contribution Form [53 kb]
Salary Reduction Agreement [45 kb]

Find out how you can qualify to become part of the Alerus Advisors TPA network. Call the Alerus Advisors division at 800.279.3200 for more information.

If you do not have Adobe Reader, please follow the link below to download it for free. This file is large, so it is best to download it over a highspeed connection such as DSL or Cable.