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Uni-K Plan 
Type Name Download Description
account options
Uni-K Plan Sponsor Information and Access Agreement Add or change Uni-K Plan contact information and authorize Plan Sponsor Web access
application Uni-K Loan Application --
application Uni-K Plan Set-Up Kit & Application --
withdrawal Uni-K Plan Withdrawal Kit Including Withdrawal Request Form, beneficiary information and more. Use to request a withdrawal from your account (for account holders and beneficiaries).
rollover / transfer Uni-K Plan Rollover / Transfer Form
--
remittance form Uni-K Plan Remittance Form to make a contribution to your existing Uni-K Plan
5500 Form 5500 Filing Instructions --
5500 Form 5500 mailing – Uni-K Plans --
agreement Uni-K PPA Adoption Agreement Booklet

Uni-K Plan PPA Restatement instructions booklet
account options Uni-K Plan Options Form Add, change or cancel Uni-K Plan options.
cover letter Cover Letter for Uni-K Final PPA Notice – non-receipt of PPA amendment
cover letter Cover Letter for Uni-K Cover letter that accompanies PPA Amendment Kit for Uni-K Plans
cover letter Cover Letter for Uni-K PPA reminder mailing to Uni-K Plan Sponsors
beneficiary Designation of Beneficiary for
Uni-K and Qualified Plans
--
account options Request for Updated Plan Information Provide Pioneer your Employer Identification Number (EIN)
agreement Uni-K Plan BPD – New Prototype Basic Plan Document for Uni-K Plans only (established or re-adopted on or After April 1st)
Uni-K, PSP and MPPP Plans
Type Name Download Description
agreement PPA Response Form PPA Response form for Uni-K, PSP and MPPP Plans
agreement Qualified Plan BPD (Uni-K, PSP, MPP Plan) - Updated for PPA Basic Plan Document for Uni-K; Profit Sharing; and Money Purchase Pension Plans (Incorporated into PPA restatement mailing)
PSP Plan 
Type Name Download Description
agreement MPPP PPA Employee Communications Booklet PSP/MPPP PPA Employee Communications Booklet
PSP and MPPP Plans
Type Name Download Description
agreement PSP/MPPP Adoption Agreement Booklet PSP/MPPP PPA Restatement instructions booklet
cover letter Cover Letter for Qualified Plans Final PPA Notice – non-receipt of PPA amendment
cover letter Cover Letter for Qualified Plans Cover letter that accompanies PPA Amendment Kit for Qualified Plans
cover letter Cover Letter for Qualified Plans
PPA reminder mailing to Qualified Plan Sponsors
withdrawal Qualified Plan Withdrawal Kit
Including Withdrawal Request Form, beneficiary information and more. Use to request a withdrawal from your account (for account holders and beneficiaries)

Please consider each fund's investment objectives, risks, charges and expenses carefully before investing. The prospectus (or summary prospectus, if available) contains this and other information about each fund and should be read carefully before investing or sending money. To obtain a prospectus (or summary prospectus, if available) and for other information on any Amundi Pioneer fund, contact your advisor, call 1-800-225-6292 or visit our download literature page.


Completing the Fillable Form 

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