Employer Bulletin: Your Plan Administration Resource

EZLink Tip of the Month: Excess Deferral Refunds

Now that tax year 2020 is in review, here’s how to retrieve the Excess Contribution Refund Request Form. This form is required to request any over-contributed deferral amounts for participants in your plan. You can easily obtain the form within EZLink in three easy steps:

  1. At the top right corner of the landing page, select Forms and Publications.
  2. Scroll down and click Download Forms.
  3. Look for Online Forms and click Excess Deferral Refund to open the writable document that can be completed online. Instructions on how and where to submit the form for processing are available on the first page.

If you need assistance while using EZLink, use one of the Contact Us options to reach an EZLink Specialist.