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BENEFIT DISTRIBUTION REQUEST FORM (For Distributions due to Termination, Death, Disability, and Retirement) Date: Plan Name: EIN: 166184130 TIN: 611256314 FCW LOCAL ONE 401(K) SAVINGS PLAN Participant

How to fill out benefit distribution request form

How to fill out a benefit distribution request form:

1. Start by carefully reading the instructions and any accompanying guidelines for filling out the form. This will ensure that you provide accurate and complete information.
2. Begin by filling out the personal information section, providing your full name, date of birth, social security number, and any other required details. Double-check the accuracy of this information before moving on.
3. Proceed to the section that requires you to specify the type of benefit distribution you are requesting. This could include options such as lump sum payments, annuities, or other benefits. Select the appropriate option and provide any additional information as requested.
4. If you are requesting a rollover or transfer of funds from another account, ensure that you provide the necessary details of the account you wish to transfer from. This may include the account number, name of the institution, and any other relevant information.
5. Specify the amount or percentage of the benefit distribution you are requesting. It is essential to be precise and accurately calculate the amount or percentage to avoid any discrepancies or delays in processing your request.
6. If there are any additional options or requirements specific to your benefit distribution request, make sure to follow the instructions provided and include the necessary information. These could include any tax withholding elections, beneficiary designations, or other relevant details.
7. Review the completed form to ensure that all sections have been filled out accurately and completely. Make any necessary corrections before finalizing the form.
8. Once you are satisfied with the information provided, sign and date the form. Some forms may require a witness or notary signature, so be sure to comply with any additional requirements.
9. Keep a copy of the completed form for your records and submit the original form as instructed by the appropriate entity handling benefit distribution requests.

Who needs benefit distribution request form?

1. Employees who have reached a certain age or meet specific criteria for retirement or termination of employment may need a benefit distribution request form to access their retirement benefits.
2. Individuals who are entitled to receive pension payments, annuities, or other retirement benefits from a pension plan may need to fill out a benefit distribution request form to initiate the distribution process.
3. Beneficiaries of retirement accounts or pensions, such as surviving spouses or children, may also need to fill out a benefit distribution request form to claim and receive their entitled benefits.
4. Individuals who are rolling over or transferring funds from one retirement account to another may need to complete a benefit distribution request form to facilitate the transfer process.

Note: The specific requirements for filling out a benefit distribution request form may vary depending on the retirement plan or pension scheme. It is crucial to refer to the plan's documentation and instructions provided with the form for accurate guidance.

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