Securities offered solely by Beneficial Investment Services, Inc., (BIS) member FINRA/SIPC. BIS is a wholly owned subsidiary of Beneficial Financial Group.

Arizona: 1910 S. Stapley Dr., #119, Mesa, AZ 85204,
Phone: (480) 890-0981.
California: 495 E. Rincon St., #110, Corona, CA 92879,
Phone: (951) 278-5555.

Stanford C. Stout (CA Lic #0691526), Robert C. Reeves (CA Lic #0574804), G. Mark McKeon (CA Lic #0723867) and Larry D. Reeves (CA Lic #0F94943) are registered representatives of Beneficial Investment Services, Inc.,

Raymond, Reeves & Stout Pension and Financial Services is Independent of Beneficial Financial Group

Forms

Click the form below to download

Proposal request form

Generic census request form

Generic annual administration questionnaire

Generic 401(k) Enrollment form

Distribution request forms

Hardship Distribution Election form

Distribution Notice without Election form (use with Mutual Fund’s Election forms)

Distribution Package for Plans not subject to QJSA (profit sharing & 401(k))

Distribution Package for Plans subject to QJSA (defined benefit)

Beneficiary Designation Package for Plans not subject to QJSA (profit sharing & 401(k))

Beneficiary Designation Package for Plans subject to QJSA (defined benefit)

Default Investment Notice

Fee Schedule

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Raymond, Reeves and Stout, LLP Pension and Financial Services is independent of Beneficial Financial Services. Pension Administration Services are not provided by Beneficial Investment Services