Interested in exploring a new Plan Design?
Employee Census Form: If you are interested in exploring a new Plan Design, please fill out this online form completely or print it, fill it out and fax it to our office.
Fax your completed Employee Census Form to:
Elizabeth E. Clark
Executive Director, CDG
Fax: 415.434.9011- Elizabeth Clark then submits your census to our third party consultants for options in potential plan designs.
- Elizabeth will contact you within two business days with your options and discuss any possible implications for each plan design.
- If necessary, the information will be resubmitted with any changes or amendments so that you can be sure you are receiving a customized plan for you and the needs of your practice.
Adding a new participant?
If you have a new participant, please download and submit the following documents by mail for each participant. We must have original signatures.
- Participation Agreement (84KB
PDF) - Beneficiary Statement (88KB PDF)
- Acknowledgement of Receipt of Investment Disclosure (1MB PDF)
Each employee must submit completed paperwork with each contribution.
You can also find all forms here.
Include with these forms either a contribution or a record-keeping fee of $50 (fifty dollars) for each participant.
All plans are invested on the last day of every month.