Beneficiary Designation Form
Beneficiary Names: A married individual should be indicated by their full given name and not that of his/her spouse.For example: use Jane Doe and not Mrs. John Doe. Multiple Beneficiaries: If you name more than one beneficiary in either the Primary or Contingent Beneficiary category, beneficiaries in the affected category will share equally unless you provide specific percentages.
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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 …
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Beneficiary Designation Send completed form to
www.drs.wa.govYou must name at least one primary beneficiary. Do not name yourself. If you pick more than one primary beneficiary or more than one contingent beneficiary, the total percentage(s) for each category must add up to 100%. Use whole numbers …