If you’re ready to enroll in the Golf Retirement Plus Program, simply call one of your dedicated financial advisors or our PGA toll-free number for assistance.
We’ve provided all the enrollment forms you’ll need below. Feel free to get a head start by filling out the PGA PD Enrollment Bundle. Or, our team is here to help take you step-by-step through the enrollment process.
Contact your financial advisor
David Allen, CFP
District Vice President
Dedicated PGA toll-free number
Call our dedicated PGA toll-free number at 1-833-PGA-PLUS (833-742-7587).
PGA enrollment forms
- PGA PD Enrollment Bundle [PDF]
These materials enable you to enroll in the Golf Retirement Plus Program. We’d be happy help you complete them! Please reach out to your financial advisor, or call our dedicated PGA toll-free number at 1-833-PGA-PLUS (833-742-7587).
- PGA GPS Kit [PDF]
GPS, or Guided Portfolio Services, is our managed account option that creates a tailored financial strategy based on your financial goals. This service is available to participants of the Golf Retirement Plus Program for an additional fee.
- Additional Beneficiary Designation Sheet [PDF]
Designating primary and contingent beneficiaries helps ensure that the benefits from your retirement plan go to the people or entities you choose.
- Electronic Contribution Agreement Form [PDF]
This form helps you set up electronic individual contributions to your Golf Retirement Plus account.
- Systematic Withdrawal Form [PDF]
Fill out this form if you’d like to set up a systematic withdrawal from your Golf Retirement Plus account without a living benefit.
- Systematic Withdrawal Form - With Living Benefit [PDF]
Fill out this form only if you have a living benefit on your Golf Retirement Plus account and would like to set up a systematic withdrawal.