ezb@revzonconsulting.com
 (877) 254-7085

Conversion Plan Forms


Click To Open

The documents are in pdf format available for download.

Plan sponsors and financial advisors are encouraged to speak with an EZ B Plan™ representative. If you experience any difficulty with any forms, please contact us and we will send you materials.
Call us at (877) 254-7085

Conversion Instructions & Timeline

Instructions for converting and opening a new EZ B Plan™ 403(b)


Company Census

Microsoft Excel spreadsheet form. Clicking this link will download the document to your computer.


Conversion EZ B Set-up Form

Conversion set up form


Portfolio Sheet

Portfolio choice form


Fund Line-up

Fund investment choice line-up form


ACH Sheet

ACH set up form


Change of Provider Letter

Microsoft Word letter template. Clicking this link will download the document to your computer.


RCG Service Agreement

Service Agreement


Custodial Agreement

403(b) Custodial Account Agreement