Retirement Account Service Forms

 

  • ACH Electronic Funds Transfer Form - Plan Contributions

    Form used to establish the Automated Clearing House (ACH) privilege that allows you to transfer money directly between your fund account(s) and your bank account by electronic funds transfer.

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  • Application for CPI Web

    Form used to activate online access as plan sponsor for 401(k), profit sharing, money purchase pension, SEP IRA or SIMPLE IRA retirement plans.

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  • Direct Rollover Form

    Form used to transfer an employer sponsored retirement plan to a Columbia Management retirement plan.

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  • IRA Beneficiary Designation Form

    Form used to update your beneficiary elections on your Columbia Management IRA, Roth IRA, SEP IRA, SAR-SEP IRA, SIMPLE IRA or 403(b) plans.

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  • IRA Distribution Form

    Form used to complete a full or partial distribution from a Traditional IRA, Roth IRA, or SEP IRA.

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  • IRA Optional Services/Change Request Form

    Form used to establish or change account options for an existing Individual Retirement Account (IRA).

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  • IRA Transfer Form

    Form used to transfer your IRA at another company directly to a Columbia Management IRA plan.

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  • Prototype Retirement Plan Fees

    A snapshot of retirement plan fees.

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  • Prototype Qualified Plan Status Change Form

    Use this form if you are adopting another sponsor's plan document, thereby terminating your Columbia Management Prototype Plan status.

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  • Qualified Distribution Form

    Form used to submit a distribution request from a custodial qualified retirement plan.

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  • Roth Conversion Form

    Form used to convert a Traditional IRA to a Roth IRA.

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CONTACT US

Have questions?
 
For assistance, please contact us at
1 (800) 345-6611, Monday through Friday,
8:00 a.m. to 7:00 p.m. ET.