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The forms mentioned on the previous page enroll participants in their retirement plan and, because this plan is being funded with a variable contract, participants must also use these forms to elect the investment portfolio(s) to which their plan contributions will be allocated. Furthermore, the beneficiary form will allow the participants to designate who will receive their plan benefits in the event of their death.

Keep in mind that your Retirement Plan Wholesaler and the Retirement Plan Services Sales and Marketing Department are your best resources when you need help with the different types of forms that are required when installing and enrolling retirement plans.

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Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.

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