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KTA Forms

This page provides you with many of KT Administrators, Inc. generic forms. These forms are listed for information purposes only. For a plan specific form, contact your Human Resources Department.

To view a form, simply click on the filename. If you have any trouble downloading these files, contact KT Administrators, Inc.

KT Administrators, Inc., Authorized Generic Forms

File Name Pages Description
MASTER election form.pdf 1 Generic Participant Election Form
MASTER rollover form.pdf 1 Generic Rollover Election Form
MASTER bene form.pdf 1 Generic Beneficiary Designation Form for Death Benefit Proceeds 
MASTER spousal form.pdf 1 Generic Spousal Consent to Waiver Form
MASTER payout form.pdf 7 Generic Payout Request Form
Page 1: Directions
Pages 2-6: Special Tax Notice
Pages 7-9: Actual Payout Request
MASTER loan guidlines.pdf 2 Guidelines for a Participant Loan
MASTER loan app. form.pdf 1 Application for a Participant Loan
MASTER hardship.pdf 4 Generic Hardship Withdrawal Request (Note: Form can only be opened in Read-Only)
Page 1: Directions
Page 2: Guidelines, Tax Notice, and Certification
Page 3: Application and Election Form
Page 4: Consent and Signature
MASTER PIN request.pdf 1 Generic PIN Request Form
MASTER loan notice to term. part.pdf 1 Notice of Outstanding Loan Balance for Terminated Participants
MASTER loan election form for term. part.pdf 1 Election form for Terminated Participants with an Outstanding Loan Balance

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This site was last modified on July 22, 2003

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