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Pension DC Plan Forms
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| General |
- Defined Contribution SPD - Summary Plan Description for the Defined Contribution Plan.
- Designation of Beneficiary Form - This Form is designed for Participants, not receiving a pension, who want to designate their beneficiary. Please complete this Form and return it to the Administrative Office if the Participant wants to update or designate his/her beneficiary.
| Retirement |
- Retirement Application - Use this form to apply to withdraw your defined contribution account balance.
- Form W-4P - This form is used to determine your Federal tax withholding.
- Pension Enhancement Option Letter - Introduces the pension enhancement option which allows you to convert all or part of your defined contribution account balance into an increased monthly benefit under the defined benefit pension plan.
- Pension Enhancement Option Description - Describes in greater detail the pension enhancement option.
- Special Tax Notice - This notice contains important information you will need before you decide how to receive your Plan benefits.
- Required Documents - Information and/or documents required for processing your application for Defined Contribution withdrawal or retirement
- Cash Payment Election Form - If you wish to receive your benefit as a lump sum directly instead of rolling over the lump sum into an IRA, you need to complete this acknowledgement and election form. Mandatory tax withholding occurs when you take a lump sum directly.
- Direct Rollover Election Form - If you wish to receive your benefit as a lump sum rolled over into an IRA account, you need to complete this form. Mandatory tax withholding does not apply to rollover amounts.
- Direct Deposit Enrollment Form - The normal way to receive benefits is to have them directly deposited into your checking or savings account. Use this form to specify your bank account information.
| QDRO |
- QDRO Procedure - If you are separating or divorcing, you and your attorney will want to review this procedure.
- QDRO Model Order - This model will help an attorney create a QDRO which will be acceptable to the Plan.
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These printable forms are in PDF (Portable Document) format.
To read and print them, you need the free Adobe Acrobat Reader (which is probably already installed in your system). If you do need to install it, click the "Get Acrobat Reader" logo. |
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