Forms Library

Initial Enrollment
This form is for participants of the plan to select the allocation of their money. Always contact your advisor before making investment allocation decisions.

This form allows you designate beneficiaries.

This form allows you to move funds from an IRA or other employer retirement plan.

Ongoing Participation
This form allows you to increase or decrease your personal contribution rate.

Special Situations—Contributions
This is the salary deferral form for your PSP plan. This is used for one pay cycle a year, for the purpose of allocating your PSP award.

This is a form to update your salary deferral for your PSP plan. This is used for one pay cycle a year, for the purpose of allocating your PSP award.

Special Situations—Use of Funds Prior to Retirement
This link will connect you to Alerus Retirement Solutions (formerly Retirement Alliance) where you can complete a participant loan application. (Please read AmeriCU Retirement Loans prior to applying.)

If you are applying for a hardship distribution, please complete this form and submit it to AmeriCU Human Resources.

This form is for participants who have terminated employment with AmeriCU.

This form is for withdrawals that are not considered hardship withdrawals.

Benefit Election for Retirees
Are you in the process of retiring? Be certain to schedule an appointment with Adirondack Capital Advisors, and complete this form as the first step in creating your Retirement Paycheck.

Administrative/Legal Documents
This is the summary plan description and contains everything about the plan you would want or need to know.

This document contains copies of the SAR for the AmeriCU 401(k) Plan.