Participant Forms

480.7C Informative Return - Retirement Plans and Annuities

Tax Year 2022, please click here.

Enrollment & Changes to the Master Retirement Form

To enroll in the plan for the first time or to make any changes in your personal information or contribution percentage.

480.7C Declaration of amortized portion of prepayment

Taxable year 2023 - Retirement Plans.

Declaration of Lost Monetary Instrument Form

If you receive a distribution check and lose it, you will need this form to request a new check.

Beneficiary Designation Form

To determine who will receive your plan benefits in the event of your death.

Rollover Form

To instruct Banco Popular to transfer the account balance to another qualified plan in the event of employment termination.

1081.01 (d) Form: Plan Distribution, Employment Termination

To instruct Banco Popular to pay out your account balance in the event of employment termination.

In-Service Partial Withdrawal Form

To ask your employer for a distribution from the plan if you experience financial hardship.

Employee Loan Request Form

To request a distribution from the plan through a loan.

Employee Loan Balance Request Form

Request to pay off your retirement plan loan.

Enrollment and Changes for Catch Up Contributions Form

To ask your employer to deduct an additional amount in installments if you are age 50 or over and the plan allows it.

Direct Deposit Form

To authorize Banco Popular to deposit a plan distribution directly to your bank account.

Disaster Distribution Form

With Direct Deposit.

Disaster Distribution Form

With Direct Deposit and Spouse.