Advisor Firm Payment Instructions

Global Model Portfolio Update

Global Model Portfolio Update Template

Standalone Investment Update

Standalone Investment Update Template

Plan

403(b) Non-ERISA Public Education Plan Establishment Guide

ACH Update

Refund Authorization Form

Participant Enrollment

403(b)(7) Application and Agreement - AdvisorTrust

Exchange/Transfer/Rollover Form – Matrix Trust or AdvisorTrust (with Matrix Trust as sub-custodian)

Salary Reduction Agreement (Aspire)

403(b) Custodial Agreement

Participant Account Maintenance

Account Maintenance Request Form

Beneficiary Change Form

Financial Professional Authorization Form

Frozen Assets Transfer Request Form

Participant Personal Information Change Form

Participant Security At-A-Glance

Participant Distributions

403(b)/457 Hardship Distribution

403(b)/457 In-Service Distribution

403(b)/457 Loan Request Form

403(b)/457 Separation of Service Distribution

403(b)/457 RMD Distribution

403(b) 457 Death Benefit Distribution Form

Loan Repayment ACH Update Form

Qualified Domestic Relations Order Form -(QDRO)

Roth Conversion Request Form

Stop Payment Request Form

Plan

ACH Update

Refund Authorization Form

*To establish a 457(b) plan, please contact the internal sales team at internalsales@pcscapital.com.

Participant Enrollment

457(b) Participant Enrollment Kit for Multi-Advisor Plans

Exchange/Transfer/Rollover Form – Matrix Trust or AdvisorTrust (with Matrix Trust as sub-custodian)

457(b) Custodial Agreement

Participant Account Maintenance

Account Maintenance Request Form

Beneficiary Change Form

Financial Professional Authorization Form

Frozen Assets Transfer Request Form

Participant Personal Information Change Form

Participant Security At-A-Glance

Participant Distributions

403(b)/457 Hardship Distribution

403(b)/457 In-Service Distribution

403(b)/457 Loan Request Form

403(b)/457 Separation of Service Distribution

403(b)/457 RMD Distribution

403(b) 457 Death Benefit Distribution Form

Loan Repayment ACH Update Form

Qualified Domestic Relations Order Form -(QDRO)

Roth Conversion Request Form

Stop Payment Request Form

Plan

Payroll Deduction IRA Program Employer Establishment Guide

Participant Enrollment

Payroll Deduction IRA with Fund Menu Application & Agreement

Payroll Deduction IRA Application & Agreement – Matrix Trust

Exchange/Transfer/Rollover Form – Matrix Trust or AdvisorTrust (with Matrix Trust as sub-custodian)

Participant Maintenance

Account Maintenance Request Form

Beneficiary Change Form

IRA Financial Professional Authorization Form

Participant Personal Information Change Form

Participant Distributions

IRA Death Beneficiary Distribution Form

IRA Distribution Request Form

IRA Divorce Transfer Packet

Stop Payment Request Form

Disclosures

Payroll Deduction IRA with Fund Menu Financial Disclosure

Aspire's IRA Terms and Conditions

Participant Enrollment

Roth IRA Application & Agreement – AdvisorTrust (Matrix)

Roth IRA Custodial Agreement – AdvisorTrust

Exchange/Transfer/Rollover Form – Matrix Trust or AdvisorTrust (with Matrix Trust as sub-custodian)

AdvisorTrust ROTH IRA Agreement

Participant Maintenance

Account Maintenance Request Form

Beneficiary Change Form

IRA Contribution Transmittal Form

IRA Financial Professional Authorization Form

Participant Personal Information Change Form

Participant Distributions

IRA Death/Beneficiary Distribution Form

IRA Divorce Transfer Packet

IRA Distribution

Stop Payment Request Form

Disclosures

Aspire's IRA Terms and Conditions

Roth IRA Disclosure Statement – AdvisorTrust

Roth IRA Financial Disclosure – AdvisorTrust

Plan

ACH Update

SEP IRA Plan Establishment Guide (PEG)

Participant Enrollment

SEP IRA Application & Agreement

Exchange/Transfer/Rollover Form – Matrix Trust or AdvisorTrust (with Matrix Trust as sub-custodian)

AdvisorTrust SEP IRA Agreement

Participant Maintenance

Account Maintenance Request Form

Beneficiary Change Form

IRA Financial Professional Authorization Form

Participant Personal Information Change Form

Participant Distributions

IRA Death/Beneficiary Distribution Form

IRA Divorce Transfer Packet

IRA Distribution

Stop Payment Request Form

Disclosures

Aspire's IRA Terms and Conditions

Traditional & SEP IRA Financial Disclosure

Plan

ACH Update

SIMPLE IRA Plan Establishment Guide (PEG)

Participant Enrollment

SIMPLE IRA Application & Agreement

SIMPLE IRA Custodial Agreement

SIMPLE IRA Salary Deferral Agreement

Exchange/Transfer/Rollover Form – Matrix Trust or AdvisorTrust (with Matrix Trust as sub-custodian)

AdvisorTrust SIMPLE IRA Agreement

Participant Maintenance

Account Maintenance Request Form

Beneficiary Change Form

IRA Financial Professional Authorization Form

Participant Personal Information Change Form

Participant Distributions

IRA Death/Beneficiary Distribution Form

IRA Divorce Transfer Packet

IRA Distribution

Stop Payment Request Form

Disclosures

Aspire's IRA Terms and Conditions

SIMPLE IRA Disclosure Statement

SIMPLE IRA Financial Disclosure

SIMPLE IRA General Information & Instructions – Matrix Trust

SIMPLE IRA Participation Notice & Summary Description – Matrix Trust

Participant Enrollment

Traditional IRA Application & Agreement – AdvisorTrust (Matrix)

Exchange/Transfer/Rollover Form – Matrix Trust or AdvisorTrust (with Matrix Trust as sub-custodian)

AdvisorTrust Traditional IRA Agreement

Auto Rollover IRA Guide

Participant Maintenance

Account Maintenance Request Form

Beneficiary Change Form

IRA Contribution Transmittal Form

IRA Financial Professional Authorization Form

Participant Personal Information Change Form

Participant Distributions

IRA Death/Beneficiary Distribution Form

IRA Divorce Transfer Packet

IRA Distribution

Stop Payment Request Form

Disclosures

Aspire's IRA Terms and Conditions

Traditional & SEP IRA Financial Disclosure

Traditional IRA Disclosure Statement – AdvisorTrust

Traditional IRA Custodial Agreement – AdvisorTrust

Global Model Portfolio Update

Global Model Portfolio Update Template

Standalone Investment Update - HSA

Standalone Investment Update Template - HSA