Plan sponsors can choose the new option, effective for first quarter 2001 statements. Participants will still be able to get a paper copy each quarter.
Plan sponsors can also choose to allow participants to access plan-specific forms online, in PDF format, at the ” My Retirement Account ” section of the American Express Retirement and Workplace Services Web site.
Participants can also download, print and submit changes with a paper form, if preferred.
Sponsors can choose from the following set of forms:
- beneficiary form
- enrollment form
- rollover contribution form
- rollover letter of instructions
- pre-authorization form
- tax notification form 402f
- change of address form.