Non-Allowable Employees Reporting Form

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Non-Allowable Employees Reporting Form

Form for Entities with Employees who may not be allowed to participate in Retirement and/or Cafeteria plans.

Company Name(Required)

Name of person completing form(Required)

First Last

Email(Required)

Entity Type

Entity Taxed as

Employee #1

Name of Employee (#1)(Required)

Name of Owner (#1)(Required)

Specify relationship to above Owner (#1)(Required)

Employee #2

Name of Employee (#2)

Name of Owner (#2)

Specify relationship to above Owner (#2)

Employee #3

Name of Employee (#3)

Name of Owner (#3)

Specify relationship to above Owner (#3)

Employee #4

Name of Employee (#4)

Name of Owner (#4)

Specify relationship to above Owner (#4)

Employee #5

Name of Employee (#5)

Name of Owner (#5)

Specify relationship to above Owner (#5)

QUESTIONS?

If you have more employees who are related to the owner(s), please submit another form.

If you have any questions, please contact Benefits@cardinal-services.com.

Thank you.

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