Participant Account Access | Retirement Strategies | Strategy Performance | Planning & Education   Participant Election Form This form is for all newly eligible employees to enroll in plan. Once this form is received, an Investment Advisor will review the form and send a recommended allocation letter. Participant Investment Form This form can be used when a participant wants to make a change to their existing funds or future investment elections. Investor Profile Complete this form to receive a suggested asset allocation model tailored to your risk tolerance. Participant Beneficiary Form This form can be used when a participant would like to make a change to their designated beneficiary. Hardship Distribution Form This form can be used to request a hardship distribution from the plan. Not all plans allow hardships, check with your plan administrator. Participant Loan Application This form can be used to request a participant loan. Not all plans allow loans, check with your plan administrator. Minimum Required Distribution Form This form must be completed to start minimum distributions. Qualified Rollover Form This form may be used when an employee would like to roll money from a prior employer plan or IRA. Automatic Rebalancing Form This form allows a participant to elect quarterly automatic rebalancing on their account.