Defined Benefit Plan Termination Checklist Form
Use this form to capture the key details, status, and outstanding items needed to complete a defined benefit plan termination checklist.
Plan Details
Plan sponsor/employer name
*
Plan name / plan identifier
*
Plan type confirmation
*
Please Select
Defined Benefit Plan
Effective termination date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Termination Checklist Status
Current termination stage
*
Not started
In progress
Pending approvals
Ready for filing
Completed
Participant notices distributed
*
Yes
No
Final benefit calculations completed
*
Yes
No
Responsible Contact and Notes
Primary Contact Name
*
First Name
Last Name
Contact Email
*
example@example.com
Checklist Notes / Outstanding Items / Blocker Summary
Submit
Should be Empty: