Blackout periods 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the name of your individual account plan in the designated field. This is crucial for identifying the specific plan related to the blackout period.
3. Next, specify the reasons for the blackout period, such as changes in investment options or recordkeepers. This information helps clarify what users can expect during this time.
4. Indicate the start and end dates of the blackout period. If uncertain, you can provide a general timeframe, such as 'the week of [enter date].'
5. If applicable, include any instructions on how users can verify whether the blackout period has started or ended, such as a toll-free number or website link.
6. Finally, ensure that all contact information for inquiries is filled out accurately so users can reach out with questions regarding their rights during this period.

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