401(k) Plan Access Policy Acknowledgment
Please review the 401(k) plan access policy and acknowledge your understanding and acceptance below.
Employee Full Name
*
First Name
Last Name
Employee ID Number
*
Department
*
Please Select
Human Resources
Finance
Operations
IT
Marketing
Sales
Other
Job Title
*
Work Email Address
*
example@example.com
Contact Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Date of Acknowledgment
*
-
Month
-
Day
Year
Date
Have you reviewed the 401(k) Plan Access Policy document provided to you?
*
Yes, I have reviewed the policy
No, I have not reviewed the policy
Do you understand the eligibility requirements and guidelines for accessing the 401(k) plan as described in the policy?
*
Yes, I understand the requirements
No, I do not understand (please explain below)
If you answered 'No' above, please explain your concerns or questions regarding the policy.
Employee Signature
*
Acknowledge and Submit
Acknowledge and Submit
Should be Empty: