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Benefits Administration Services, LLC - For Clients Only


Download Administrative Forms

You can download the following administrative forms by clicking on the form name. The completed and signed forms should be mailed to our office.

bullet Participant Beneficiary Designation Form
bullet Special Tax Notice Regarding Plan Payments
bullet 401(k) Safe Harbor Plan Summary
bullet Simplified Distribution System: Download one of the following formats to request  the preparation of distribution packages and loan packages. 

SDS paper.doc

  • Save this file to your computer
    • Right click on the attachment and select save as
    • Print copies for manual completion
      • fax to 205-982-2423
        or
      • scan and attach to email and send to sds@bastpa.com

SDS electronic.dot

  • Save this file to your computer
    • Right click on the attachment and select save as
    • To use the template
      • Go to My Computer
      • Locate the template SDS.dot
      • Double click on template to open a new word file
      • Complete the SDS form
      • Save as a .doc file (Each time you use the template you can replace the existing .doc file)
      • Attach to an email and send to sds@bastpa.com
         
 

In order to download forms, you will need Adobe Acrobat Reader. If you do not have Adobe Acrobat Reader, you may obtain a free copy by clicking on the button below. 

 


Affiliated Company Links

Benefits Administration Services works with a variety of Financial Consultants who recommend a variety of Investment Companies who record keep participant transactions. Listed below are a few of the companies we currently work with as the Third Party Administrator who provide individual participant accounting with 1-800 numbers and websites for the Employer and the Participants.


2006 Client Satisfaction Survey

We invite you to see what our clients say about our people as well as how they rated our service on 9 key performance indicators. The survey was conducted by an independent company who surveyed clients of 30 top TPA firms across the nation. To view the results click here to open the 2006 Client Satisfaction Survey Results.
 


Other Interesting Links

bullet BenefitsLink
bullet 401(k) Help Center
bullet Free Erisa (prior 5500 forms)
 

Government Links

bullet

Internal Revenue Service

bullet

Social Security Administration

bullet

U.S. Department of Labor

bullet

U.S. Department of Treasury


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