Important Information Regarding Year End Document Processing:

We have been experiencing a very high volume of document processing orders for several weeks. Because of this unexpected high level of document orders, we have reached our capacity and in an effort to process orders currently in-house, we can no longer process any new orders submitted after 12/21/16. As an option you can use On Demand to process your documents. If you have any questions, please contact client support at 1-800-326-7235, option 6.

Premium Fax/Mail Service Checklists

If your plan document volume is relatively low, but you still don’t have the time or staff to handle the workload, let SunGard do the work for you.

To Fax/Mail your Checklist, just:
  • Download the checklist from the links below for Volume-Submitter and Individually Designed plans. You must have Adobe Acrobat Reader version 5.0 or higher installed in order to access these checklists.
  • Print the checklist from your computer.
  • Complete the checklist or Adoption Agreement (you must contact the Plan Sponsor for copies of the Adoption Agreement, and plan document if you do not have them).
  • Include any language modifications (with help from one of our document consultants, if needed).
  • Fax or mail your Checklist or Adoption Agreement to
      Mail to:
    SunGard
    Attn: Order Processing
    701 San Marco Blvd, 10th FL
    Jacksonville, FL 32207
    Fax to:
    SunGard
    Attn: Order Processing
    (904) 306-2221
We do the rest.

You'll get "hands-on" service. Our expert staff will review your entries and insert special language*, if requested. In 10 days or less, we'll process your document package and return it to you in the mail. Rush (three day) and express (one day) services are also available!

* Additional fees may be incurred for special language drafting or insertion.

Individually Designed Plans (IDP)/Volume Submitter (VS)

 
PPA IDP/VS
IDP/VS 401(k)     06/07/17
IDP/VS Profit Sharing     06/07/17
IDP/VS Money Purchase/Target     06/07/17
 
EGTRRA IDP/VS
IDP Defined Benefit     06/07/17
ESOP/Stock Bonus     06/07/17
EGTRRA IDP 403(b) Employer Contributions     06/07/17
EGTRRA 403(b) Employer Contributions Instructions
EGTRRA IDP 403(b) Elective Deferrals     06/07/17
EGTRRA 403(b) Elective Deferrals Instructions
 
Prototype and Prototype-Formatted Volume Submitter

 
PPA Corbel
Supporting Forms Checklist Addendum     01/12/17
Supporting Forms Checklist Addendum - Solo 401(k) only     01/12/17
 
EGTRRA Corbel
Corbel Defined Benefit Prototype Supporting Forms Checklist Addendum     01/12/17
 
PPA PPD
Supporting Forms Checklist Addendum     01/12/17
 
403(b) 2017 Prototype-Formatted Volume Submitter
403(b) 2017 Prototype Supporting Forms Checklist     09/29/17
403(b) 2017 Prototype Elective Deferrals Only Supporting Forms Checklist     09/29/17
 
EGTRRA 403(b) Prototype
EGTRRA 403(b) Prototype Elective Deferrals Supporting Forms Checklist Addendum     06/07/17
EGTRRA 403(b) Elective Deferrals Instructions
EGTRRA 403(b) Prototype Employer Contributions Supporting Forms Checklist Addendum     06/07/17
EGTRRA 403(b) Employer Contributions Instructions
 
457(b)
457(b) Checklist Form     06/07/17
 
Cafeteria
Premium Conversion Plan     06/07/17
Flexible Spending Account Plan with Trust Document     06/07/17
Cafeteria Commentary     01/12/17
 
Self-Funded
Self-Funded (TPA) Checklist     07/12/17
Self-Funded Commentary
ASA Checklist     07/12/17