Please use the form below to get us started on your Solo 401(k) Restatement process. Contact InformationPlease confirm your contact information.Solo 401(k) Plan Name*Please enter your Solo 401(k) Plan name Your Name*Enter your full legal name Phone*Primary/Daytime Phone NumberEmail*Primary email address Primary Address*This address will be listed on your plan documents, and should be your primary personal or business address. Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State Zip Code Remove Co-TrusteeIf your plan has a currently listed co-trustee and you wish to remove that person, please check the following box. Remove Existing Co-Trustee Add or Change Co-TrusteeIf you wish to add or replace a co-trustee, please provide the new person's full legal name here. You may only list one co-trustee for your plan. Billing Address Enter a different billing address Billing Address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Restatement OptionsDelivery Option*How would you like to receive your restated plan documents? Digital Document (included) Printed Document + Digital ($75) Shipment Address I have a different shipping address Shipping Address Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code AcknowledgementsConfirmation of Plan Eligibility* I represent that I am self-employed and have no full time employees in any business I control. Plan Document Subscription* I hereby subscribe to the Plan Document Maintenance service . I authorize Safeguard to bill the credit card provided for the annual subscription amount of $125 in the anniversary month of plan delivery. CommentsPlease enter any questions, comments, or special requests.PaymentFees for the restatement and ongoing document subscription may be paid by the sponsoring employer or from the Solo 401(k) Safeguard Solo 401(k) Cycle 3 Restatement & Subscription Price: Printed Plan DocumentYes - $75Total Due Today $0.00 Credit Card American ExpressDiscoverMasterCardVisaSupported Credit Cards: American Express, Discover, MasterCard, Visa Card Number Month010203040506070809101112 Year20232024202520262027202820292030203120322033203420352036203720382039204020412042 Expiration Date Security Code Cardholder Name NameThis field is for validation purposes and should be left unchanged.
