Bookmark this page for easy access to the forms you’ll need to join our Guild, add new staff members, participate in new plans or change your plan options.
These downloads require Adobe Reader (it’s free).
The first four forms require an original signature for audit purposes and must be mailed to our office at:
California Dentists’ Guild
870 Market Street, Suite 845
San Francisco, CA 94102
- Participation Agreement (92KB
PDF)
Participants (you or your employee) must sign this agreement to participate in the plan. CDG needs an original signature. Please download this form, fill it out and mail to our office. - Beneficiary Statement (92KB PDF)
Participants (you or your employee) must sign this agreement to participate in the plan. CDG needs an original signature. Please download this form, fill it out and mail to our office. - Investment Disclosure (320KB PDF)
This form verifies that all participants have read about their investments and have full knowledge about their investment options. CDG needs an original signature for added protection to the plan sponsor. Please download this form, fill it out and mail to our office. - Membership Update Form (72KB PDF)
If a participant has an address change or needs to update any other personal information, use this form. CDG needs an original signature. Please download this form, fill it out and mail to our office. - IRA Directive for Retirement Plan Participants (68KB PDF)
This form is kept at your office and is provided for the plan sponsor’s payroll needs. It allows the plan sponsor to track each participant’s investment allocated to each fund for every contribution. - Qualified Directive for Retirement Plan Participants (104KB PDF)
This form is kept at your office and is provided for the plan sponsor’s payroll needs. It allows the plan sponsor to track each participant’s investment allocated to each fund for every contribution. - Contribution Form (89KB PDF)
This form is used to send in with your contribution check. Please print and sign form and forward (with check) to the address indicated at the bottom of this form. CDG needs an original signature. - Transfer Request Form (77KB PDF)
This form is used to transfer funds between Guild fund options.There is no fee to transfer between funds.Please print and sign form and forward to the address indicated at the bottom of this form. CDG needs an original signature. - Online Employee Census Form
Downloadable Employee Census Form (80KB PDF)
Please fill out this online form completely or print and fill out the downloadable form and fax it to our office. This form helps us determine what retirement programs work for you, your employees (participants) and your company. Please fax this census form to our offices at 415.434.9011.
All information will be kept confidential and used only for purposes of evaluation.