The sample Summary Plan Descriptions and sample forms attached below are for use only with the prototype qualified retirement plan document listed below. The prototype kits are available from your Financial Advisor.
These files contain Summary Plan Descriptions and forms in Microsoft Word format that the plan administrator can customize for the plan.
UBS Financial Services Inc. makes no representations or warranties regarding the accuracy or completeness of the documents contained herein.
The account forms and related documents provided by UBS Financial Services Inc. are intended for use by, and distribution to, individuals, corporations, businesses and partnerships residing/domiciled in the United States. The documents are not intended for use by, or distribution to, any person, corporation, business and partnership residing/domiciled outside of the United States.
