Downloads for Advisors and New Clients
Please Note:
- Some files contain macros. Please enable macros from Pension Services, Inc. when prompted; otherwise, the files may not function properly.
- Save documents to your computer before opening and completing them to ensure all features work correctly.
For US Plans
- US Census-Design – Microsoft Excel form (enable macros if prompted). If you need assistance, please contact our IT department at (305) 595-5500 ext. 206.
- US Plan Design – PDF fillable document.
- US Plan Installation – PDF fillable document.
- US Plan Takeover – PDF fillable document.
For Puerto Rico Plans
- Puerto Rico Census-Template – Microsoft Excel form (enable macros if prompted). For help, contact our IT department at (305) 595-5500 ext. 206.
- Puerto Rico Plan Design (English) – PDF fillable document.
- Puerto Rico Plan Installation – PDF fillable document.
- Puerto Rico Plan Takeover (English) – PDF fillable document.