Proposal Request Form

 

  • SPONSOR/COMPANY
  • PLAN OVERVIEW
  • *Complete Fund List if Daily Advantage is selected as Preferred Platform
    CONTACT & TRUSTEE INFORMATION
  • FINANCIAL ADVISOR
  • BASIC PLAN DESIGN INFORMATION


  • Download census form here.

    If you have any questions, please contact Sunwest Pensions at (866) 968-5363 or newbusiness@sunwest-pensions.com.


    Sunwest Pensions P.O. Box 7850 Tempe, AZ 85281-0850
    www.sunwest-pensions.com