CFE – Companion Booklet

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In order to get started with plan designs, download t hese files and return them completed, email at
George.uche@pensionnetwork.net

Please note that existing plans will also need to submit most recent adoption agreement for plan evaluation and design purposes.

For US Plans

US Census-Design Microsoft Excel form.
US Plan Design PDF fillable document.

For Puerto Rico Plans

Puerto Rico Census-Template Microsoft Excel form.
Puerto Rico Plan Design (English) PDF fillable document.