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Forms & documents
Everything you need to know, all in one place. Stay up to date with your plan and its features, and download important forms here.
Plan Highlights Brochure
Read about your plan highlights and features.
Download the Plan Highlights BrochureRoth Brochure
Compare traditional pre-tax contributions; Roth after-tax contributions; or a combination of both.
Download the Roth BrochureCoronavirus-related Repayment Form
Use this form to repay all or a portion of your CRD.
Download the Coronavirus-related Repayment FormRoth conversion form
Access this form to submit a conversion (or rollover) to Roth after-tax source.
Download the formSpousal Consent Waiver Form
Required for distributions if you are married.
Download the Spousal Consent Waiver FormRollover-In Form
Download the Rollover-In FormPDF file opens in new windowTransferrable Source Notice
Plan participants may have additional investment flexibility through their "Transferrable Source."
Download the Transferrable Source NoticePDF file opens in new windowTransferrable Source FAQ
Read more about how a balance in the transferrable source can benefit you.
Download the Transferrable Source FAQIn-service Distributions
A distribution taken after age 59½ while you are still working is available, and can be initiated online by logging in to your account. Or, call Empower at 877-JIB-401k (877-542-4015)877-JIB-401k (877-542-4015) for assistance.Electronic Distribution
We can deposit your distribution right into your bank account—just like a paycheck. You can establish your instructions online by logging in to your account. Or, call Empower at 877-JIB-401k (877-542-4015)877-JIB-401k (877-542-4015) for assistance.QDIA Notice & Addendum
Get information about how your assets will be invested if you do not choose your own investments.
Download the QDIA NoticeOverview of Plan Fees (404a notice)
Review to learn about investment expenses and Plan administrative fees that may apply to you.
Download the Overview NoticeDeferred Salary Plan of the Electrical Industry Plan Resources & Quick Actions
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