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QP Administrative Forms

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Summary Plan Description Changes CWF818 
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Summary Plan Description Changes

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QP Rollover Deposit Certification CWF821 
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QP Rollover Deposit Certification

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QP Direct Rollover Amendment CWF840 
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QP Direct Rollover Amendment

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QP Amendment 93-47 CWF841 
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QP Amendment 93-47

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QP Amendment 94-13 CWF842 
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QP Amendment 94-13

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Notice of Intent to Terminate CWF851 
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Notice of Intent to Terminate

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QP Contribution Form CWF854 
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QP Contribution Form

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QP Distribution Notice/Election Form CWF857 
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QP Distribution Notice/Election Form


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Periodic Payment Instruction for Distributions (Distributions for QP Plan Participants 59½ and older, but less than 70½) CWF862 
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Periodic Payment Instruction for Distributions (Distributions for QP Plan Participants 59½ and older, but less than 70½)

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Periodic Payment Instruction for Required Minimum Distributions ( Distributions for QP Participants 70½ and Older) CWF863 
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Periodic Payment Instruction for Required Minimum Distributions ( Distributions for QP Participants 70 1/2 and Older)

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Qualified Plan Minimum Distributions Election Form for 70½ Participant CWF863N 
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Qualified Plan Minimum Distributions Election Form for 70½ Participant

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Beneficiary Instruction on QP Distributions CWF864 
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Beneficiary Instruction on QP Distributions

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Minimum Distribution Qualified Plan Beneficiary Election Form CWF864N 
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Minimum Distribution Qualified Plan Beneficiary Election Form

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Rollovers From and IRA to a QP CWF865 
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Rollovers From and IRA to a QP

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