Beneficiary Designation Form
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 …
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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.
Employee Contribution Election Form
retirementsolutions.financialtrans.comEmployee 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.
Rollover Contribution Form
retirementsolutions.financialtrans.comRollover Contribution Form. Section C- Investment Election (Participant Completes) Please select either 1 or 2. 1. My rollover contribution will be invested in my . ... or an eligible retirement plan which qualifies this contribution as an eligible rollover; (2) the prior plan or IRA has satisfied such requirements as the Plan may have ...
PLEASE REVIEW YOUR PLAN'S HARDSHIP WITHDRAWAL …
retirementsolutions.financialtrans.comimportant reminder: please review your plan's hardship withdrawal processing updates under the bipartisan budget act of 2018 (if applicable to your plan) prior to
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