GA Plan Administrators


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Easy-to-Use Fillable Forms

GA Plan Administrators offers a number of forms in conjunction with its plan administration services. A link to each form is shown below along with a brief description of its use.

Fillable PDF Forms*
The following three forms are user-friendly fillable PDFs, so you can easily complete them online and then print them out.

Employer Information Form (129k PDF) – This form establishes a new employer group.
Salary Reduction and Allocation Agreement (72k PDF) – This form establishes and/or revises a salary reduction and provides an allocation by vendor.
Contribution Allocation Form (65k PDF) – This form establishes and/or revises contribution allocation information.

Web Forms
The following five forms are Web forms, which you can fill out directly on our Web site. You will receive a confirmation e-mail upon submitting any of these forms to GA Plan Administrators.

457 Plan Distribution Request Form – This form should be used to request a distribution from a 457 Plan.

If you have questions regarding distributions from your 457 plan, please see

When Can I Take a Distribution from My 457?

403(b) Plan Distribution Request Form – This form should be used to request a distribution from a 403(b) Plan.

If you have questions regarding distributions from your 403(b) plan, please see

When Can I Take a Distribution from My 403(b)?

Participant Loan Request Form – This form should be used to request a loan from either a 457 or 403(b) contract.

If you have questions regarding loans, please see

Retirement Plan Loans

403(b) Compliance Forms*

If you have questions regarding any of these forms, please contact us by calling 800.695.1471 or sending an e-mail to contactus@gaplandata.com.

*Required Software
You will need Adobe^® Reader^® 7.0 in order to access these forms. This free software lets you view, print, and search Adobe Portable Document Format (PDF) files. If this software is not already installed on your computer, please visit Adobe's Web site and follow the instructions on how to download this software.