Employer Sponsored 403(b) Plan Forms

Participant Forms

• Distribution Election Form
  Distributions are issued on the 15th and last business day of each month.
• Designation of Beneficiary Form
• AUL Investment Change and Transfer Form
  This form may be used only if your funds are invested in AUL’s variable product and your Plan allows for diversification of funds.

Plan Sponsor Forms

• Employer Investment Change and Transfer Form
  Use to designate default investment for forfeiture account and per class investment.
• Employer Sponsored 403(b) Data Requirements Spreadsheet
• Contribution Refund Request Form