​​Scarborough Advantage 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.