Plan Materials
Financial Professional Authorization Form
This form is used to establish the terms and fee authorization for acting as a Financial Professional on a participant’s account.
Financial Professional Change Form
To change the authorized agent on a Participant account, please fill out the form completely including the Participant's signature and fax back to the fax number indicated on the form.
403(b) FundSource
Proposal
This brochure provides an overview of ASPire and their features as a provider.
403(b) FundSource Plan
Establishment Guide
This ASPire form is to be completed by the employer to add ASPire as a provider.
403(b) FundSource ETFx Addendum
This ASPire form must be completed to add Exchange Traded Funds (ETFs) to an ASPire 403(b)(7) Account.
Vendor Fair Brochure
This Vendor Fair hand-out educates Participants on the ASPire platform.
Vendor Fair Flyer
Hand out a one-page marketing slick at your next Vendor Fair.
Sample Participant
Statement
Sample of the account statement mailed quarterly to participant's home address.