New Plan Forms

Click To Open

The documents are in pdf format available for download.

Plan sponsors and financial advisors are encouraged to speak with an EZ K Plan™ representative. If you experience any difficulty with any forms, please contact us and we will send you materials.
Call us at (877) 254-7085

Instructions & Timeline

Instructions for opening a new EZ K Plan 401(k)

Custodial Agreement

Custodial Account Agreement

Service Agreement

Service Agreement

New Application

New EZ K set up form

Fund Line-up

Fund investment choice line-up form

Portfolio Sheet

Portfolio choice form

Company Census

Microsoft Excel spreadsheet form. Clicking this link will download the document to your computer.

ACH Sheet

ACH set up form