Download the Solo K Qualified Plans Forms
Click the starter kit button above for a single pdf that contains all of the forms below.
You will need Acrobat reader to view and fill in the forms.
|Account Type||Required Forms|
|Individual(k) Adoption Agreement|
|Qualified Plan Agreement|
|Qualified Plan Transfer Form|
|Client Release Form|
| Optional Forms
Credit Card Authorization Form
Interested Party/Limited Power of Attorney Form
New Account Reminders
Sign & Submit
Most forms can be signed and submitted electronically. For the security of your account, electronic form submission requests must be initiated by our office. If you wish to submit a form electronically, please contact your account administrator.
For your security, some forms require an ORIGINAL, SIGNED COPY be mailed to our office. For these forms, please mail to:
NEXT GENERATION SERVICES
75 LIVINGSTON AVE. STE 304
ROSELAND, NJ 07068
Important Notice and Disclaimer
Please send all documentation to Next Generation Services. Sending documentation to Next Generation Trust Company may result in delays of review and processing times. Please note: We attempt to answer all emailed inquiries within one business day. Before a client transaction goes into the queue to be processed, administrative review will be between two and five business days depending on the complexity of the transaction and our volume of transactions. Investment documents are processed in the order in which they are received. Most transactions are completed in two business days provided that we have original, correct documents and cleared funding.
*** NOTICE ***
Next Generation Services ("NGS") does not review the merits or legitimacy of any investment. NGS does not endorse or recommend any companies, products, services or investments. NGS does not provide any financial, legal or investment advice. If the services of NGS were recommended by any third party, such persons or entities are not in any way affiliated with NGS. NGS is not a "fiduciary" as defined in the IRC, ERISA, and/or any applicable federal, state or local laws. All information provided is for educational purposes only. All parties are encouraged to consult with their professional advisors prior to making any investments.