ezb@revzonconsulting.com
 (877) 254-7085

New 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

Instructions & Timeline

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


Custodial Agreement

403(b) Custodial Account Agreement


Service Agreement

Service Agreement


New Application

New EZ B set up form


Fund Line-up

Fund investment choice line-up form


Portfolio Sheet

Portfolio choice form


Company Census

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


ACH Sheet

ACH set up form