Participant Forms

Below is a list of frequently needed forms. We suggest that you use www.wellingtonhq.com. This way everything can be uploaded and approved through our secure portal.

FormDescription
 Salary and Deferral Update FormYou can also update your deferrals & investments online through www.wellingtonhq.com.
Beneficiary DesignationYou can also update/change your beneficiaries online through www.wellingtonhq.com.
Schwab LPOAYou can also complete the Schwab LPOA online through www.wellingtonhq.com.
Rollover ValetUse 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.
DistributionUse this form to request a withdrawal from this 401(k) plan in the form of a Direct Rollover or Direct Payment.
Loan Request401(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 RequestHardship Distributions are only available if you plan allows them. Ask your employer or refer to your Summary Plan Description for details.
Required Minimum DistributionIf you are subject to the RMD rules, complete this form to request your required distribution.
Retirement Planning WorksheetThe 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.
Form ADVThis form delivers required disclosure information regarding Wellington Consulting Services, Inc.’s Investment Advisory activities as required by the Securities and Exchange Commission (SEC).