To save the PDF files to your computer, right-click link and select "Save Link as" or "Save Target as" and save the file to a convenient location on your computer.

Account Maintenance
SALARY DEFERRAL & INVESTMENT UPDATE FORM - You can also update your deferrals & investments online through www.wellingtonhq.com.
BENEFICIARY DESIGNATION FORM - You can also update/change your beneficiaries online through www.wellingtonhq.com.
CHARLES SCHWAB LPOA - You can also complete the Schwab LPOA online through www.wellingtonhq.com
ROLLOVER VALET REQUEST - Use this service to rollover funds into this retirement plan from your previous provider or an IRA. You can also get the rollover information and instructions online through www.wellingtonhq.com.
Withdrawal & Loan Forms
PARTICIPANT DISTRIBUTION FORM - Use this form to request a withdrawal from this 401(k) plan in the form of a Direct Rollover or Direct Payment.

LOAN REQUEST - 401(k) Loans are only available if you plan allows them. Ask your employer or refer to your Summary Plan Description for details. You can request a loan online through www.wellingtonhq.com.

HARDSHIP REQUEST - Hardship Distributions are only available if you plan allows them. Ask your employer or refer to your Summary Plan Description for details.
Retirement Planning
RETIREMENT PLANNING WORKSHEETS - The Retirement Planning Worksheets will help you determine the amount that you should save and will provide you with a Risk Profile to help you choose an appropriate Wellington-Managed Model Portfolio.