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Forms and documents

Everything you need to know, all in one place. Stay up to date with your plan and its features, and download important forms here.

Summary Plan Description

Need specific information about your plan? Your Summary Plan Description (SPD) contains many plan details to help answer questions you may have about the plan’s operation.

403(b) PDF file opens in new window
457(b) PDF file opens in new window
401(a) PDF file opens in new window

Beneficiary Designation Forms

Download and complete forms according to your plan:

403b #8134 PDF file opens in new window
401a #8135 PDF file opens in new window
Govt 457b #8137 PDF file opens in new window
Govt 401a #8900 PDF file opens in new window
Excess Benefit NQ plan #8133 (frozen) PDF file opens in new window
Top Hat 457b #010105 PDF file opens in new window

Prisma Health Retirement Savings Plan Plan Resources & Quick Actions

View Plan Documents

Get all plan communications, forms and documents here.

Go to forms & documents

Get In Touch

Get contact info for your plan counselors and administrators.

View plan contacts

Sign Up For Online Access

Create an online account

Log In To Your Account

View account details, customized planning tools and more.