​​Plan Forms

Scarborough Advantage – Local Unions Savings & Retirement Plan Forms

Simply click on the Scarborough Advantage – Local Unions Savings & Retirement Plan form title to download. If you don’t see the form you need here, please call us at (800) 223-7608. 

• Authorization for Withdrawals by ACH
  For direct deposit of withdrawals from IBEW Local Unions Savings & Retirement Plans.
• Automatic Investment Form
  For recurring contributions to IBEW Local Unions Savings & Retirement Plans.
• Beneficiary Designation Form
  For establishing or changing designated account beneficiaries.
• Change of Investment Allocation
  For changing plan current or future allocations or to automatic rebalancing preferences.
• Dollar Cost Averaging Form
  For requesting periodic exchanges from one option to another.
• Enrollment Form
  For enrolling in the IBEW Local Unions Savings & Retirement Plans.
• Investor Profile
  For determining your specific tolerance for investment risk.
• Lump Sum Deposit Form
  For single deposits into your IBEW Local Unions Savings & retirement Plan.
• Notice of Change Form
  For name and address changes regarding IBEW Local Unions Savings & Retirement Plan.
• Payroll Contribution Authorization Form
  For salary reductions into your IBEW Local Unions Savings & Retirement Plan.
• Systematic Withdrawal Change Form
  For changes to withdrawals from IBEW Local Unions Savings & Retirement Plans.
• Systematic Withdrawal Form
  For direct deposit of withdrawals from IBEW Local Unions Savings & Retirement Plans.
• Withdrawal Form
  For withdrawals from IBEW Local Unions Savings & Retirement Plans.