Premium Fax/Mail Service Checklists

To Fax/Mail your Checklist, just:

  • Download the checklist from the links below for Volume-Submitter and Individually Designed plans. You must have Adobe Acrobat Reader version 5.0 or higher installed in order to access these checklists.
  • Print the checklist from your computer.
  • Complete the checklist or Adoption Agreement (you must contact the Plan Sponsor for copies of the Adoption Agreement, and plan document if you do not have them).
  • Include any language modifications (with help from one of our document consultants, if needed).
  • Request a proof of your SPD Booklets on the same form!
  • Fax or mail your Checklist or Adoption Agreement to
      Mail to: Fax to:
      SunGard SunGard
      Attn: Order Processing Attn: Order Processing
      P.O. Box 47470 (904) 399-5551
      Jacksonville, FL 32247  
We do the rest.

You'll get "hands-on" service. Our expert staff will review your entries and insert special language*, if requested. In 10 days or less, we'll process your document package and return it to you in the mail. Rush (three day) and express (one day) services are also available!

* Additional fees may be incurred for special language drafting or insertion.

Individually Designed Plans (IDP)/Volume Submitter (VS)
Prototype and Prototype-Formatted Volume Submitter
Corbel
PPD
403(b) Prototype
Self-Funded
Cafeteria

Individually Designed Plans (IDP)/Volume Submitter (VS)
Using an IDP/Volume Submitter Checklist you can order a Plan and Trust document, supporting forms package, SPD, and all notice, election, and IRS submission forms.
IDP/VS 401(k)
IDP Profit Sharing
IDP Money Purchase/Target
IDP 403(b) Employer Contributions
403(b) Employer Contributions Instructions
IDP 403(b) Elective Deferrals
403(b) Elective Deferrals Instructions
403(b) Additional Forms
IDP Defined Benefit (Cycle C)
ESOP/Stock Bonus (Cycle C)
Short Amendment (GUST Only)
 
Prototype and Prototype-Formatted Volume Submitter
In order to process a Prototype Supporting Forms Package, you must have purchased the corresponding Prototype Plan document. You must provide us with a completed Transmittal Form and a completed Checklist Addendum (see below). In addition, you must submit a completed Adoption Agreement. You received blank Adoption Agreements when you purchased the Prototype Plan document or the prototype-formated Volume Submitter Plan document.
 
Note: The prototype-formatted Volume Submitter documents listed in this section are Plans that include a separate Plan and prototype-formatted Volume Submitter Adoption Agreements. You must have purchased these prototype-formatted Volume Submitter Plan documents to order the Supporting forms package.
 
Corbel
Corbel DC Prototype Transmittal
Corbel DC Volume Submitter Transmittal
Corbel DC Prototype Supporting Forms Checklist
Corbel DC Volume Submitter Supporting Forms Checklist
Corbel Fundamental Supporting Forms Checklist
Corbel Solo 401(k) Supporting Forms Checklist
Corbel Short Amendment (GUST Only)
 
PPD
PPD Prototype Transmittal
PPD Volume Submitter Transmittal
PPD Prototype Supporting Forms Checklist
PPD Volume Submitter Supporting Forms Checklist
 
403(b) Prototype
403(b) Prototype Transmittal
403(b) Prototype Elective Deferrals Supporting Forms Checklist
403(b) Elective Deferrals Instructions
403(b) Prototype Employer Contributions Supporting Forms Checklist
403(b) Employer Contributions Instructions
403(b) Additional Forms
 
Cafeteria
Using a Cafeteria Checklist (listed below) you can order a Plan and Trust document, supporting forms package, and SPD. The commentary file can be used as a guide to filling out the checklists.
Premium Conversion Plan
Flexible Spending Account Plan with Trust Document
Cafeteria Commentary
Cafeteria Short Amendment
 
Self-Funded
Using a Self-Funded Checklist (listed below) you can order a Plan and Trust document, and SPD. The commentary file can be used as a guide to filling out the checklists.
Self-Funded (TPA) Checklist
Self-Funded Commentary
ASA Checklist

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