Special Pay Plan Forms

Participant Forms

• Distribution Election Form
  Approved distribution requests are processed within 7-14 business days of receipt to our office.
• Minimum Required Distribution Election Form
  Approved distribution requests are processed within 7-14 business days of receipt to our office.
• Enrollment and Beneficiary Designation 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.
• Special Pay Plan Direct Deposit Form

Plan Sponsor Forms

• Employer Investment Change and Transfer Form
  Use to designate default investment for forfeiture account and per class investment.
• Special Pay Data Requirements Spreadsheet
• Contribution Refund Request Form