APPLE Plan Forms

APPLE Plan Information Flyer

• English Version

Participant Forms

• APPLE Acknowledgement and Designation of Beneficiary Form with SSA-1945
• APPLE Request for Settlement of Account Form
  Distributions are processed on a quarterly basis pending authorization.
• APPLE Minimum Required Distribution Request for Settlement of Account Form
• APPLE Incoming Rollover Contribution Request Form

Plan Sponsor Forms

• APPLE Request for Refund of Contribution