View & Print Forms
 

Below are links to the various forms available to you for printing. Click on the appropriate form to open and print.

Most form are available from the Plan's recordkeeper. Please contact New York Life Benefits Complete at (800) 294-3575, Monday through Friday between 6:00 a.m. and 5:00 p.m. PT, or via the web at www.bcomplete.com to request any distribution, beneficiary or loan related forms.
 
  Name and Address Change Form
 
 

Enrollment forms and deferral change forms are not available for printing. Please contact the Plan Administrator at 401kWesternStates@aibpa.com or by phone at (503) 224-0048 or (800) 547-4457, extension 1677 to request an Enrollment Packet.

If you have any questions regarding these forms or others not listed, please contact the Plan Administrator.
 
  > In order to view these PDF files you will need the Adobe Reader.
 
  All information provided on this web site is in summary and intended to provide highlights of your retirement plan only. We strongly recommend  referring to your Summary Plan Description or the Trust Document for complete details before making any decisions related to your benefits.