Download 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.

Form Description
Salary Deferral and Investment Update You can also update your deferrals & investments online through www.wellingtonhq.com.
Beneficiary Designation You can also update/change your beneficiaries online through www.wellingtonhq.com.
Schwab LPOA You can also complete the Schwab LPOA online through www.wellingtonhq.com.
Rollover Valet 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.
Distribution 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.
Required Minimum Distribution If you are subject to the RMD rules, complete this form to request your required distribution.
Retirement Planning Worksheet 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.
Form ADV This form delivers required disclosure information regarding Wellington Consulting Services, Inc.'s Investment Advisory activities as required by the Securities and Exchange Commission (SEC).
   

Get a Call Back

If you need to speak to us about a general query fill in the form below and we will call you back within the same working day.