Welcome to our new client portal page. On this page are your customized documents. Some documents, such as the Summary Plan Description will remain available and be updated whenever your plan's legal document is amended. Other documents, such as the Census Request Form, will only be here as needed. We will notify you by email when a document needs to be downloaded and completed to maintain your plan's tax qualification. You will then be able to upload your completed forms to us in a secure fashion. As we continue to improve our service to you, please let us know if there are other documents you would like to be made available. Please make sure you log in at the right to view your Client Portal and if you need your username and password please contact us.

Instructions

Above you will find your available Customized Client Documents available for download.

To Download:

1. Find the document you need to download.
2. Click the Download link to the far right of the document name and your download will begin.
3. If you want to save the file on your desktop instead of viewing it within your browser, right click on the Download link and either choose "Save Link As (for FireFox)" or "Save Target As (for Internet Explorer) and save it to your desktop.

To Upload:

1. Click the Browse button above and then locate the file you need to upload in your Explorer Window.
2. Click the Upload button.
3. Refresh your browser window and the file should appear in the list of available files.

 

Don't forget to Log Out when you are done.