Iowa Admin. Code r. 781-20.8 - Forms
(1) Appropriate forms must be completed on
paper, online or via telephone (whichever is applicable for the requested actions) to perform the actions set
forth in and in accordance with the plan disclosure documents . Current forms are available online at
IAble .gov. Among the actions which require the completion of an appropriate form are opening and closing an
account , transferring ownership rights of an account to another person, changing investments, requesting a
full or partial withdrawal, requesting a rollover , and assigning an authorized individual .
(2) The plan administrator may from time to time provide additional forms
for use by account owners in connection with actions involving the plan and will make those forms available
online and in paper format and may authorize substitute forms for the plan or a process in lieu of forms
except when not permitted by Iowa Code chapter 121.
Notes
State regulations are updated quarterly; we currently have two versions available. Below is a comparison between our most recent version and the prior quarterly release. More comparison features will be added as we have more versions to compare.
No prior version found.