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Rollover/Recontribution Request ROLLOVER

ROLLOVER /Recontribution RequestSection C- Investment Election ( participant Completes)Please select either 1 or 2. 1. My ROLLOVER contribution or return of a previous coronavirus - related distribution or Qualified Birth or Adoption distribution will be invested in my current investment elections in the plan. If I have not completed an Enrollment Form under this Plan, my ROLLOVER contribution will be invested in the Plan s default investment option. I understand it is my responsibility to provide investment and/ or exchange instructions through my Employer; by accessing my account online at or by calling Empower Retirement s Customer Service Center at My ROLLOVER contribution or return of a previous coronavirus - related distribution or Qualified Birth or Adoption distribution will be invested in accordance with my investment elections below.

Rollover/Recontribution Request. Section C- Investment Election (Participant Completes) Please select either 1 or 2. 1. My rollover contribution or return of a previous Coronavirus-Related Distribution or Qualified Birth or Adoption Distribution will be invested in my

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1. Participant Information

retirementsolutions.financialtrans.com

(09/15) E13737_2 Page 1 of 2 Election of Benefits (For a Participant) Single Sum Payment, Lump Sum Payment or Rollover Bundled/Full Fax Number:Service PLEASE PRINT We will process the withdrawal request on the business day we receive a properly completed form.

  Form, Participant, Rollovers

Employee Contribution Election Form

retirementsolutions.financialtrans.com

Employee Contribution Election Form for Plans with Roth Savings Features Note: This form should be submitted only to your employer. Section 1 Section 2 Employer’s Name: ... contribution to the plan and defer % or deduct $ from each pay check as a Roth contribution to the plan.

  Form, Employee, Plan, Election, Contributions, Employee contribution election form

PLEASE REVIEW YOUR PLAN'S HARDSHIP WITHDRAWAL …

retirementsolutions.financialtrans.com

important reminder: please review your plan's hardship withdrawal processing updates under the bipartisan budget act of 2018 (if applicable to your plan) prior to

  Bipartisan budget act

Beneficiary Designation Form

retirementsolutions.financialtrans.com

Naming Your Estate: If you designate your estate as the beneficiary you must indicate on the beneficiary form “PAY TO THE ESTATE OF…”. You should contact a tax or estate planner before designating your estate as your designated beneficiary. Naming a Trust: If you designate a revocable or irrevocable trust as your beneficiary, please include the trust’s name and …

  Beneficiary, Planner

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457 Guidebook

www.nrsforu.com

such as participant loans, unforeseeable emergency withdrawals and plan to plan transfers. The plan sponsor must ensure that the plan document is in compliance with current federal tax laws and regulations. All 457(b) plans of an employer are treated as single 457 plan even if the employer maintains more than one 457 plan.5

  Participant

QDROs The Division of Retirement Benefits Through ...

www.dol.gov

dependent’s interest in an individual’s retirement benefits constitutes a “qualified domestic relations order” or “QDRO.” This booklet was prepared by the Employee Benefits Security Administration (EBSA) of the U.S. Department of Labor to …

  Domestic, Order, Qualified, Relations, Qualified domestic relations order, Qdro

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Participant, Qualified domestic relations order, QDRO