Oppenheimer Funds

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Forms & Applications

FINRA Letter

403(b)
Name	Audience	FINRA	Delivery	Date
403(b) Custodial Agreement	Investor Approved			12/11/17	Add to Cart
403(b) Distribution Form	Investor Approved	View		01/10/18	Add to Cart
403(b) Employee Account Application Guide	Investor Approved	View		01/05/18	Add to Cart
403(b) Employer Fact Sheet	Investor Approved	View		12/07/17	Add to Cart
403(b) Employer Plan Application Guide	Investor Approved	View		03/29/18	Add to Cart
403(b) Excess Removal Form	Investor Approved			03/05/18
403(b) Information Sharing Agreement	Investor Approved			01/30/14	Add to Cart
403(b) Plan Service Provider Agreement	Investor Approved			01/30/14	Add to Cart
403(b) Portfolio Builder Contract Exchange Form	Investor Approved			09/09/15	Add to Cart
403(b)(7) Contract Exchange Transfer Rollover Form	Investor Approved			01/05/18
403(b)(7) Mistaken Contribution Acknowledgement	Investor Approved			03/04/16
403(b)(7) Portfolio Builder Account Application	Investor Approved			01/08/18	Add to Cart
403(b)(7) and Single K Defaulted Loan Repayment Application	Investor Approved			03/08/16	Add to Cart
403(b)(7) and Single K Loan Application	Investor Approved			01/05/18	Add to Cart
403(b)(7) and Single K Loan Transfer Form	Investor Approved			12/05/17	Add to Cart
501(c)(3) Non-ERISA 403(b) Data Collection Form	Investor Approved			01/12/18
501(c)(3) Non-ERISA 403(b) Financial Hardship Request Form	Investor Approved			01/08/18	Add to Cart
501(c)(3) Non-ERISA 403(b) Plan Service Provider Agreement	Investor Approved			01/30/14
Summary of Plan and Individual Expenses	Investor Approved			12/20/16

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