Find out about how to fax or mail your checklists.![]() |
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To Fax/Mail your Checklist, just:
| Mail to: | Fax to: | |
| SunGard | SunGard | |
| Attn: Order Processing | Attn: Order Processing | |
| P.O. Box 47470 | (904) 399-5551 | |
| Jacksonville, FL 32247 |
You'll get "hands-on" service. Our expert staff will review your entries and insert special language*, if requested. In 10 days or less, we'll process your document package and return it to you in the mail. Rush (three day) and express (one day) services are also available!
* Additional fees may be incurred for special language drafting or insertion.
Individually Designed Plans (IDP)/Volume Submitter (VS)
| Individually Designed Plans (IDP)/Volume Submitter (VS) |
|---|
| Using an IDP/Volume Submitter Checklist you can order a Plan and Trust document, supporting forms package, SPD, and all notice, election, and IRS submission forms. |
| IDP/VS 401(k) |
| IDP Profit Sharing |
| IDP Money Purchase/Target |
| IDP Defined Benefit |
| IDP 403(b) Employer Contributions |
| 403(b) Employer Contributions Instructions |
| IDP 403(b) Elective Deferrals |
| 403(b) Elective Deferrals Instructions |
| IDP Defined Benefit (GUST) |
| ESOP/Stock Bonus |
| IDP Short Amendment (EGTRRA) |
| 403(b) IDP Short Amendment |
| Short Amendment (GUST Only) |
| Prototype and Prototype-Formatted Volume Submitter |
| In order to process a Prototype Supporting Forms Package, you must have purchased the corresponding Prototype Plan document. You must provide us with a completed Transmittal Form and a completed Checklist Addendum (see below). In addition, you must submit a completed Adoption Agreement. You received blank Adoption Agreements when you purchased the Prototype Plan document or the prototype-formatted Volume Submitter Plan document. |
| Note: The prototype-formatted Volume Submitter documents listed in this section are Plans that include a separate Plan and prototype-formatted Volume Submitter Adoption Agreements. You must have purchased these prototype-formatted Volume Submitter Plan documents to order the Supporting forms package. |
| Corbel |
| Corbel DB or DC Prototype Transmittal |
| Corbel DC Volume Submitter Transmittal |
| Corbel DC Prototype Supporting Forms Checklist |
| Corbel DC Volume Submitter Supporting Forms Checklist |
| Corbel Defined Benefit Prototype Supporting Forms Checklist |
| Corbel Fundamental Supporting Forms Checklist |
| Corbel Solo 401(k) Supporting Forms Checklist |
| Corbel Short Amendment (EGTRRA) |
| Corbel Defined Benefit (GUST) |
| Corbel Short Amendment (GUST Only) |
| PPD |
| PPD Prototype Transmittal |
| PPD Volume Submitter Transmittal |
| PPD Prototype Supporting Forms Checklist |
| PPD Volume Submitter Supporting Forms Checklist |
| PPD Short Amendment (EGTRRA) |
| 403(b) Prototype |
| 403(b) Prototype Transmittal |
| 403(b) Prototype Elective Deferrals Supporting Forms Checklist |
| 403(b) Elective Deferrals Instructions |
| 403(b) Prototype Employer Contributions Supporting Forms Checklist |
| 403(b) Employer Contributions Instructions |
| 403(b) Prototype Short Amendment |
| Cafeteria |
| Using a Cafeteria Checklist (listed below) you can order a Plan and Trust document, supporting forms package, and SPD. The commentary file can be used as a guide to filling out the checklists. |
| Premium Conversion Plan |
| Flexible Spending Account Plan with Trust Document |
| Cafeteria Commentary |
| Cafeteria Short Amendment |
| Self-Funded |
| Using a Self-Funded Checklist (listed below) you can order a Plan and Trust document, and SPD. The commentary file can be used as a guide to filling out the checklists. |
| Self-Funded (TPA) Checklist |
| Self-Funded Commentary |
| ASA Checklist |
