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Plan Sponsor Change Request Form Complete and return to: Drinker Capital Investments, LLC 17605 Wright Street Omaha, NE 68130 Telephone: 8884554244 Fax: 4024932811 Email: CLSSG1@orion.com This change
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How to fill out plan sponsor change request
How to fill out plan sponsor change request
01
Obtain the plan sponsor change request form from the appropriate source.
02
Fill out all the required fields on the form accurately and completely.
03
Provide any necessary supporting documentation or information as requested.
04
Review the form for accuracy and completeness before submitting it.
05
Submit the completed form to the designated recipient according to the instructions provided.
Who needs plan sponsor change request?
01
Employers or organizations that are changing their plan sponsor for retirement or benefit plans.
02
Third-party administrators or service providers facilitating the change on behalf of the employer.
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What is plan sponsor change request?
Plan sponsor change request is a form submitted to request a change in the sponsor of a retirement plan.
Who is required to file plan sponsor change request?
The current plan sponsor or the new plan sponsor is required to file the plan sponsor change request.
How to fill out plan sponsor change request?
The plan sponsor change request form can be filled out online or submitted through mail with all required information.
What is the purpose of plan sponsor change request?
The purpose of the plan sponsor change request is to officially change the sponsor of a retirement plan.
What information must be reported on plan sponsor change request?
The plan sponsor change request must include details of the current sponsor, the new sponsor, reasons for the change, and effective date of the change.
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