Download our Questionnaires
Choose from the following:
2020 Retirement Plan Questionnaires
- OnePersonPlus Defined Benefit Plan Questionnaire 2020
- OwnersPlus Cash Balance Plan Questionnaire 2020
- OnePersonK Solo(k) Plan Questionnaire 2020
2021 Retirement Plan Questionnaires
- OnePersonPlus Defined Benefit Plan Questionnaire 2021
- OwnersPlus Cash Balance Plan Questionnaire 2021
- OnePersonK Solo(k) Plan Questionnaire 2021
Please download the appropriate Questionnaire and complete it with your client. You can type directly into the form and then print.
The information provided in the Questionnaire will allow us to determine whether your client qualifies to open a plan and to more accurately estimate your client’s maximum allowable contribution.
When your client is ready to set up a plan.
- Completed Plan Design Questionnaire
- Copy of the proposal
- Check in the correct amount
PO Box 219800
Kansas City, MO 64121
For UPS/FedEx, our mailing address is:
Ascensus, c/o Glendale Office
920 Main Street, Suite 900
Ten Main Center
Kansas City, MO 64105
As soon as we receive the completed Plan Design Questionnaire, we’ll contact you for additional information to prepare plan documents and set up the plan.