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Prefunding Election Form

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Fill in the fields below and press Generate Prefunding Election Form. The next page will allow you to download the Word document for you to take and affix your company logo. Or you can intergrate into your Excel to quickly send the inputs for generating notices. See Example Excel for how to link to your Excel.

Election Form Inputs

Plan Name

Plan Number

Year End

Plan Administrator

Plan Sponsor

Plan Actuary

Enrollment Number

Minimum Required Contribution

Quarterly Installments for the Year

BOY Prefunding Balance

BOY Carryover Balance

PFB to be used as of Val Date

PFB to be used as of Election Date

Generate Prefunding Election Form

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