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Forms & 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.

Qualified Default Investment Alternative Notice (QDIA)

Rollover in Form

Use the attached form to roll and consolidate outside retirement accounts into your MUFG Union Bank, N.A. 401(k) Plan account.

401(k) Summary Plan Description (SPD)

The SPD contains information regarding the 401(k) Plan, including your benefits, distribution options and other features. It provides you with a better understanding of your rights and obligations under the Plan.

Summary Annual Report (SAR)

The SAR is a narrative summary of the Plan’s financial status and summarizes the information on the Plan’s annual report (Form 5500).

MUFG Union Bank, N.A. 401(k) Plan Plan Resources & Quick Actions

PLAN DOCUMENTS

Review plan information and forms here.

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