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Important Notice

We recently learned Amundi Pioneer’s phone number has been used as part of a spoofing scam perpetrated by certain bad actors unassociated with our firm. In conducting this scam these individuals are requesting social security numbers and/or other sensitive personal information in connection with a sweepstakes entry or other promotion. Such phone calls are not from Amundi Pioneer. We would never communicate with our clients or others in this manner. If you receive such a call, you should hang up and not provide any personal information. Please feel free to contact us directly with any questions or concerns. To learn more about similar scams and what you can do to prevent telemarketing fraud, please visit https://www.fcc.gov/consumers/guides/spoofing-and-caller-id »

Important Information for the Uni-K Plan® Sponsor (Business Owner) 

To Establish a New Uni-K Plan®* - Complete and Submit:

  • Owner Certification Form – This form certifies that you are eligible to establish a Uni-K Plan®. (Send original to Amundi Pioneer.)
  • Uni-K Adoption Agreement – This form creates your Uni-K Plan®. (Retain original and send copy to Amundi Pioneer.)

 

To Fund a New Uni-K Plan®* - Complete and Submit:

  • Plan Sponsor Information & Access Agreement – This form establishes banking information for your plan, which will allow you to make electronic contributions (employer and salary deferral) to your plan. (Send original to Amundi Pioneer).

 

Also Enclosed:

  • Sample Corporate Resolution (for incorporated businesses)

 

Review and Retain:

  • Uni-K Plan® Basic Plan Document – You may download or order this electronically by going to the Literature & Forms section of our website, amundipioneer.com. Save this document with your plan records.

 

* Existing Uni-K Plans – Only complete these forms if you wish to update your existing Uni-K Plan® information. Call Amundi Pioneer for additional information at: 866-622-7815.

 

Important Information for the Uni-K Participant

For Each Uni-K Plan® Participant - Complete and Submit:

  • Uni-K Account Application – Each Uni-K participant must complete and submit a Uni-K Account Application.
  • Uni-K Rollover/Transfer Form – Use this form to roll over or transfer assets into your Uni-K account from another retirement plan.
  • Designation of Beneficiary Form – Complete this form if you wish to designate a beneficiary(ies) for your Uni-K account.

 

Also Enclose:

  • Beneficiary Information for Participants and Spouses – Please provide this form to Amundi Pioneer and keep a copy with your records. For additional beneficiary information, refer to the Beneficiary Information for Participants and Spouses Q&A included in this kit.
  • Salary Deferral Agreement – Each participant who elects to make salary deferral contributions should fill out a Uni-K Salary Deferral Agreement. Keep this with your records. Do not send to Amundi Pioneer.

 

Mailing Information:

Mail to:

Pioneer Funds

P.O. Box 55150

Boston, MA 02205-5150

 

Overnight Address:

Pioneer Funds

30 Dan Road                

Canton, MA 02021-2809

 

Fax to:

1-888-294-4485

 

* Existing Uni-K Plans – Only complete these forms if you wish to update your existing Uni-K Plan® information. Call Amundi Pioneer for additional information at: 866-622-7815.

 

 

 

For information on any Pioneer fund, please request a free kit from investment representative or Amundi Pioneer at 1-866-622-7815. The kit includes a prospectus describing charges and expenses and a quarterly fact sheet containing the latest holdings and fund performance. Please read the prospectus carefully before you invest or send money.