Sample Documents

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View sample policies, job descriptions, forms, checklists and other documents that have been shared by members of the International Foundation.

Start by choosing a topic on the right. Free to International Foundation and International Society members. Join today! 

International Foundation
International Society of Certified Employee Benefit Specialists

To share sample documents with fellow International Foundation members or to suggest topics, contact the Information Center

The International Foundation extends its thanks to the contributors for their generosity in submitting these sample documents. All sample documents are presented as submitted.

NOTE: The International Foundation of Employee Benefit Plans serves as depository of materials prepared by third parties and does not conduct a review of submitted documents for completeness or sufficiency. The International Foundation's only role is to collect and facilitate access to documents and material and the entity or person obtaining the material or documents is responsible for determining its completeness or sufficiency for the affected situation. The International Foundation makes no warranty, express or implied, regarding these documents. Any information or documentation should not be relied upon as being applicable to the facts and circumstances surrounding a particular employee benefit plan or situation. The International Foundation recommends that all such documents and materials be referred to the recipient's advisors, including legal counsel, for appropriateness and legal sufficiency.

View sample policies, job descriptions, forms, checklists and other documents that have been shared by members of the International Foundation.

Start by choosing a topic on the right.

To share sample documents with fellow International Foundation members or to suggest topics, contact the Information Center.

The International Foundation extends its thanks to the contributors for their generosity in submitting these sample documents. All sample documents are presented as submitted.

NOTE: The International Foundation of Employee Benefit Plans serves as depository of materials prepared by third parties and does not conduct a review of submitted documents for completeness or sufficiency. The International Foundation's only role is to collect and facilitate access to documents and material and the entity or person obtaining the material or documents is responsible for determining its completeness or sufficiency for the affected situation. The International Foundation makes no warranty, express or implied, regarding these documents. Any information or documentation should not be relied upon as being applicable to the facts and circumstances surrounding a particular employee benefit plan or situation. The International Foundation recommends that all such documents and materials be referred to the recipient's advisors, including legal counsel, for appropriateness and legal sufficiency.