401(k) Electronic Notice Delivery

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Name

Company Name

Electronic Notices

Yes, I choose electronic.

No, I choose paper.

These notices are as follows: Safe Harbor notices (if applicable), EACA notices (if applicable), QDIA notices, Fee Disclosures, Summary Modifications, Summary Annual Reports, Summary Plan Descriptions, Auto Escalation Letters, and Required Compliance Documents (ADV Part 2, ADV Part 3 (CRS), Privacy Policy).

Electronic Statements

Yes, I choose electronic.

No, I choose paper.

You may have already chosen to receive your statements electronically. If so, it would be helpful if you still check the box. Should you decide to switch to paper statements a quarterly charge of $2.50 will be applied to your account.

Office

Mailing Address