Brokeragelink participant acknowledgment form 2026

1. Click ‘Get Form’ to open the brokeragelink participant acknowledgment form in the editor.
2. Begin by filling out Section 1, which includes your Plan Information. Enter the Plan Number and Name of Plan Trustee(s) as required.
3. In the Participant Information section, provide your full name, Social Security Number (SSN), date of birth, and permanent address. Ensure that no P.O. Boxes are used for the permanent address.
4. Complete the Employment Information section by indicating your employment status and providing details about your employer if applicable.
5. In Section 2, select your Investment Objective based on your financial profile. Review descriptions provided to ensure you choose appropriately.
6. If applicable, check the box for Dividend Reinvestment Program participation in Section 3 and provide any necessary beneficiary information.
7. Finally, review all entered information for accuracy before signing in Section 4. Your signature confirms understanding of the terms outlined in the form.

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