Home cashbalancedesign.com kdsadvisors.com Contact
Cash About Kravitz Our Services CLient Login Client Forms Publications & Articles
Balance Design
Client Forms
Employee Census Request Forms
Trust Forms and Related Information
Loan & Withdrawal Forms
Beneficiary Designation Forms
New Client Forms
Other Forms
Helpful Information
Cash Balance Plans
2008 Retirement Plan Limits
Kravitz in the News
Forms Now Available
Loan and Withdrawal Forms
401(k)/Profit Sharing/Money Purchase Plans

Termination Distribution Forms – J&S
For plans with Joint & Survivor Annuities
Termination Distribution Forms – no J&S
For plans without Joint & Survivor Annuities
401(k) In–Service Withdrawal Forms
For hardship and age 59 1/2 withdrawals
Death Benefit Distribution Forms
For beneficiaries of deceased participants
Loan Application – Check
Use if participant pays loan fee by personal check
Loan Application – Deduct from Account
Use if loan fee will be deducted from participant's account


Cash Balance/Defined Benefit Plans

Termination Distribution Forms CB <$5k
For Cash Balance plans where participant's vested benefit is under $5,000
Request for Benefit Calculation - CB
For Cash Balance plans - participant's vested benefit is over $5,000
Request for Benefit Calculation - DB
For traditional Defined Benefit plans - vested benefit of any amount

You will need Adobe Acrobat Reader in order to read some of these, unless otherwise stated. If you do not have Acrobat Reader, you can download it for free by clicking the icon at right.

© Copyright 2007 Louis Kravitz & Associates and/or its respective affiliates.
All rights reserved.   Privacy Policy  |  Terms of Use  |  Contact Us  |  Home
15760 Ventura Blvd.
Suite 910
Encino, CA 91436-3017
Tel: (818) 995-6100
Fax: (818) 379-6100
www.lkravitz.com
Site designed by:
Rigney Graphics