Premium Fax/Mail Service Checklists

To Fax/Mail your Checklist, just:

  • Download the checklist from the links below for Volume-Submitter and Individually Designed plans. You must have Adobe Acrobat Reader version 5.0 or higher installed in order to access these checklists.
  • Print the checklist from your computer.
  • Complete the checklist or Adoption Agreement (you must contact the Plan Sponsor for copies of the Adoption Agreement, and plan document if you do not have them).
  • Include any language modifications (with help from one of our document consultants, if needed).
  • Request a proof of your SPD Booklets on the same form!
  • Fax or mail your Checklist or Adoption Agreement to
      Mail to: Fax to:
      SunGard SunGard
      Attn: Order Processing Attn: Order Processing
      P.O. Box 47470 (904) 399-5551
      Jacksonville, FL 32247  
We do the rest.

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.

EGTRRA Individually Designed Plans (IDP)/Volume Submitter (VS)
EGTRRA Prototype and Prototype-Formatted Volume Submitter
EGTRRA Corbel
EGTRRA PPD
403(b) Prototype
GUST Volume Submitter/Individually Designed Plans
GUST Prototype and Cross-Tested
GUST Corbel
GUST FDP
GUST PPD
Self-Funded
Cafeteria

EGTRRA 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
ESOP/Stock Bonus
ESOP/Stock Bonus Commentary
 
EGTRRA Prototype and Prototype-Formated 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-formated 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.
 
EGTRRA Corbel
Corbel DC Prototype and Volume Submitter Transmittal
Corbel DC Prototype and Volume Submitter Supporting Forms Checklist
Corbel Fundamental Supporting Forms Checklist
 
EGTRRA PPD
PPD Prototype and Volume Submitter Transmittal
PPD Prototype and Volume Submitter Supporting Forms Checklist
 
403(b) Prototype
403(b) Prototype Transmittal
403(b) Prototype Elective Deferrals Supporting Forms Checklist
403(b) Prototype Employer Contributions Supporting Forms Checklist
 
GUST Volume Submitter/Individually Designed Plans
Using a Volume Submitter Checklist (listed below) you can order a Plan and Trust document, supporting forms package, SPD, and all notice, election, and IRS submission forms. The commentary files can be used as a guide to filling out the checklists.
403(b)
403(b) Commentary
Volume Submitter Defined Benefit
Defined Benefit Commentary
Volume Submitter Money Purchase/Target
Money Purchase Commentary
Revised Short Amendment
 
GUST Prototypes and Cross-Tested
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 Cross-Tested Plan document.
 
Note: The Cross-Tested Plan documents listed in this section are Volume Submitter Plans that include a separate Plan and Cross-Tested Adoption Agreements. You must have purchased these Cross-Tested Plan documents to order the Supporting forms package. Otherwise you must use the Corbel Volume Submitter Plan checklists to create your Plans with cross-tested language.
 
GUST Corbel
Corbel DB Prototype Transmittal
Corbel DB Prototype Checklist Addendum
Corbel DC Prototype Transmittal
Corbel DC Prototype Checklist Addendum
Corbel EZ Transmittal
Corbel EZ Checklist Addendum
Corbel Short Amendment
 
GUST FDP
FDP Prototype Transmittal
FDP Prototype Checklist Addendum
FDP Cross-Tested Transmittal
FDP Cross-Tested Checklist Addendum
 
GUST PPD
PPD Prototype Transmittal
PPD Prototype Checklist Addendum
PPD Cross-Tested Transmittal
PPD Cross-Tested Checklist Addendum
 
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

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