Member Forms & Documents
Whether you’re joining the Servant Solutions Retirement Plan, rolling funds into your account, or looking for a form related to your existing account, you’ll find the documents you need here.
New members: Before completing your enrollment forms, please make sure your employer is already enrolled with Servant Solutions.
Choose the appropriate form below. Electronic forms will open in a new window. If you complete a paper form, please use the Secure Document Upload link in the footer of this website to send it safely to our team.
Member Account Access Information
Create an account with Principal to access your account balances, view your statements, make changes to your investment holdings, and utilize excellent planning tools. At the top of this page, select “Personal Account Login” to begin the process. If you have any questions, click the button below to access a PDF tutorial.
Please note that due to increased fraudulent activity with retirement accounts, Principal has tightened their online security. If you have any difficulty establishing your access, let us know right away at info@servantsolutions.org or (800) 844-8983 and we will request an activation link be sent to you.
Membership Application
You can access our Retirement Plan Membership Application here, where you’ll be able to select from various investment options and find additional information and details about the Servant Solutions Retirement Plan.
Beneficiary Form
Being fully prepared for the future is important, and it’s smart to create a plan for your finances now. Fill out this form to designate any beneficiaries of your retirement plan benefits in the event you pass away before receiving them all.
Rollover Form
This form initiates funds to be directly rolled over to the Servant Solutions Retirement Plan. It also provides information and details specifying which contributions are/are not eligible for direct rollover.
Salary Reduction Agreement
Being fully prepared for the future is important, and it’s smart to create a plan for your finances now. Fill out this form to designate any beneficiaries of your retirement plan benefits in the event you pass away before receiving them all.
Update Contact and/or Marriage Information
Update Contact and/or Marriage Information: This form will allow you to update data files maintained by Servant Solutions for your retirement account. Please complete this form to let us know of any changes to your account (print and write legibly) and return via fax or our secure document upload portal.