Frequently Asked Question (upload process)
How do I submit a form for processing?
After completing & signing your form please upload the form to EIP’s Cloud Vault. Please do not email EIP your form and instead use the upload processor above!
Do I have to name the file a specific name?
No but we recommend naming your file “First name_Last name_Form Name”. This will make it easier to find your form if a problem occurs.
Will I Get a Confirmation Email?
You will NOT receive a confirmation email after you upload your form. However, you will see a confirmation message after submitting your form online.
ERROR – Session Storage Not Enabled
If you have a platform error, your browser settings may not be configured correctly. You can (1) open the form upload processor in a seperate tab (2) enable session storage (https://support.citrix.com/article/CTX208289)
I am still having trouble uploading my forms?
If you have issues uploading your form, please contact EIP & we will be happy to help you!
How long will it take for EIP to process my form?
EIP’s goal is to process forms as fast as administratively feasible & within your plan’s guidelines (typically under 2-3 weeks).
Plan Sponsor Forms
Employer Information Update Form
The Employer Information Update Report will allow our team to properly administer your retirement plan each year. If any changes occur during the year that impact the ownership or benefits offered by the employer, please submit an Employer Information Update Report as soon as possible to document the changes.
ERISA Fiduciary Bond Form
Federal law requires plan administrators and plan fiduciaries to be bonded in the amount of at least 10% of the plan’s assets or $1,000 minimum if the plan has at least 95% qualifying assets. Please use this form to request assistance with obtaining the appropriate coverage.
Loan Repayment Instructions
If a participant takes a loan from their retirement account, please follow the loan repayment instructions for proper documentation and payroll processing.