The documents are in pdf format available for download.
Plan sponsors and financial advisors are encouraged to speak with an
EZ B Plan™ representative. If you experience any difficulty with any forms, please contact us and we will send you materials.
Call us at (877) 254-7085
Instructions for converting and opening a new EZ B Plan™ 403(b)
Microsoft Excel spreadsheet form. Clicking this link will download the document to your computer.
Conversion set up form
Portfolio choice form
Fund investment choice line-up form
ACH set up form
Microsoft Word letter template. Clicking this link will download the document to your computer.
403(b) Custodial Account Agreement