Does anyone have a PDF copy of the Corbel prototype they wouldn't mind emailing me?

My suggestion would be to complete a Corbel plan document worksheet with the provisions you desire and order a plan from Corbel. In the alternative, you could scan their entire document. However, I doubt that any users of this board would be interested in violating copyright laws.

So everytime you give a BPD to a client that is infringing copyright laws? That does not make sense. I got what I needed but thanks for the response.

If what you wanted was a Corbel document, why didn't you just get it from Corbel rather than ask strangers to aid and abet in your larceny?

Larceny?? What are you talking about? If I'm taking over a John Hancock plan and the employer doesn't have a copy of the basic plan document and I get a copy from someone, I'm committing larceny?

Give me a break.

And notice that he asked for a PDF copy which is very, very cumbersome to modify. As Mr. Presson points out we often have to go to great lengths to get copies of basic documents because clients 'lose' theirs, or the brokers bringing in business can't find them, and so forth.

Aren't there several different versions and revision dates? I would be cautious about using a basic plan that does not match.