Forms
Address
Change
This request is for employers and advisors only
LAR Pensions, LLC does not maintain participant address
records
Distribution
Request
- For Employers & Advisors
ONLY
- Complete this form to request distribution paperwork be
mailed
- All participant distribution requests must be approved
by a Plan Trustee
Loan Request
(coming soon)
- Complete this form to request loan paperwork and an Amortization
Schedule
- Not all plans allow for loans, please refer to your Summary
Plan Description (SPD) for details and requirement
- All participant loan requests must be approved by a Plan
Trustee
Hardship Request
(coming soon)
- Complete this form to request hardship distribution paperwork
- Please refer to your Summary Plan Description (SPD) for
the rules regarding Hardship Distributions
- All participant hardship requests must be approved by a
Plan Trustee
Year End Data Request Forms
- These forms will be mailed in mid December with
data specific to your plan included
Blank Census
- Blank census forms can be used when submitting a request
for a proposal, or
- In the first year of your plan
- If you have an existing plan, please contact LAR Pensions,
LLC for a listing of your current employees
Proposal Request
- Please use this form to request a FREE Proposal for a Retirement
Plan
- CPA's, Brokers and other Advisors - you may use this form
to request proprosals for your clients
*Return to LAR Home*