(877) 254-7085

New Plan Forms

Click To Open

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 & Timeline

Instructions for opening a new EZ B Plan™ 403(b)

Custodial Agreement

403(b) Custodial Account Agreement

Service Agreement

Service Agreement

New Application

New EZ B set up form

Fund Line-up

Fund investment choice line-up form

Portfolio Sheet

Portfolio choice form

Company Census

Microsoft Excel spreadsheet form. Clicking this link will download the document to your computer.

ACH Sheet

ACH set up form