Please note that the checklists for you to use when your employees terminate employment have been updated. They now provide 2020 plan year information. Both checklists for state employers have been revised. You can download and print both checklists from the ETF website.

These checklists are a resource for you to walk through with your employee before they leave employment. ETF recommends that both you and your employee sign the checklist once completed. You should keep a copy of the completed form for your records; it does not need to be returned to ETF.