Additional Resources at Your Fingertips

Forms Materials for Employers Materials for Savers
Opt Out Form

Employees use this form to indicate that they do not want to contribute to Illinois Secure Choice.

Beneficiary Designation

Employees use this form to change or add primary beneficiaries and contingent beneficiaries.

Beneficiary Designation Addendum

Employees use this form to change or add primary beneficiaries and contingent beneficiaries not listed on their Beneficiary Designation Form.

Account Maintenance

Employees use this form to change their name, permanent and/or mailing address, phone number, email address, contribution rate, annual increase, or bank information.

Distribution Request Form

Employees use this form to request a distribution from their account.

Excess Removal Worksheet

Employees use this form if their contributions exceed annual Roth IRA contribution limit, or their income exceeds the maximum allowed for Roth IRA contributions, and they need to make a withdrawal to correct the excess.

Recharacterization Election

Employees use this form to move a contribution originally made to a Roth IRA into a Traditional IRA with another financial organization.

Inherited IRA Beneficiary Distribution Election

A beneficiary who has inherited an IRA uses this form to make a payment election for the inherited IRA assets.

Employer Overview

This printable reference outlines the program, benefits for employees, and registration timelines.

Eligibility and Rollout

This printable reference outlines employer eligibility, registration timeline, and what it means to facilitate Illinois Secure Choice.

Handbook

A detailed guide to your roles and responsibilities as a facilitator of Illinois Secure Choice.

Employer Checklist

This reference sheet provides a high-level overview of each step in the registration process.

Employee Information Template

This Excel template allows you to upload employee information to a payroll list in the Employer Portal. Once the template is complete and saved to your computer, log in to your account, select My employees, and choose the I will upload information on the next page option.

Employee Contribution Information Template

This Excel template allows you to upload employee contribution information in the Employer Portal. Once the template is complete and saved to your computer, log in to your account, select Payroll list, enter a Pay date, and choose Begin entering contributions. Then, you’ll be given the opportunity to upload the contribution information file.

Communication to Your Employees

Use this templated communication to let your employees know that your company is facilitating Illinois Secure Choice.

Employee Information Template Formatting Tips

Use these formatting tips to help ensure a successful file upload.

Auto-enrollment Notification

Use this fact sheet to provide your employees with notice of Illinois Secure Choice auto-enrollment and an at a glance look at the program.

Opt Out Form

Employees use this form to indicate that they do not want to contribute to Illinois Secure Choice.

Employee Fact Sheet

This overview gives employees information about the program and the standard saving choices.

Poster - Option 1

8.5 x 11

Poster - Option 1

11 x 17

Poster - Option 2

8.5 x 11

Poster - Option 2

11 x 17