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Participant Information (please print) COOK COUNTY DEFERRED COMPENSATION PLAN PARTICIPANT NON-RECURRING DISTRIBUTION REQUEST FORM Participant Name Date of Birth Social Security Number (required) State

How to fill out participant non-recurring distribution request

How to fill out a participant non-recurring distribution request:

1. Obtain the necessary forms: Start by contacting the appropriate institution or organization that manages the participant non-recurring distribution request process. They will provide you with the required forms and any additional instructions.
2. Provide personal information: Fill out the requested personal information, including your full name, address, phone number, and social security number. This information is vital to verify your eligibility and ensure accurate processing of your request.
3. Specify the type of distribution: Indicate whether you are requesting a full or partial distribution. If you are requesting a partial distribution, provide the specific amount you wish to withdraw.
4. State the reason for distribution: Clearly articulate the reason why you are requesting a non-recurring distribution, as it may affect the approval process. Common reasons include financial hardship, medical expenses, education costs, or a major life event.
5. Attach supporting documentation: Depending on the reason for your distribution request, you may need to provide supporting documentation. This can include financial statements, medical bills, enrollment verification for educational expenses, or other relevant documents. Ensure that all attachments are legible and clearly labeled.
6. Review and sign the form: Carefully review the completed form to ensure accuracy and completeness. Sign and date the document as required.
7. Submit the request: Once the form is complete, follow the submission instructions provided by the institution. This may include mailing the form or submitting it electronically through a secure online portal.

Who needs a participant non-recurring distribution request?

1. Individuals facing financial hardships: Those who are experiencing financial difficulties and require immediate access to funds from their retirement or investment accounts may need to submit a participant non-recurring distribution request.
2. Individuals with eligible expenses: Individuals who have specific eligible expenses, such as medical bills, education costs, or other financial obligations, may need to request a non-recurring distribution from their accounts to cover these expenses.
3. Participants seeking a lump sum withdrawal: Some individuals may choose to request a non-recurring distribution to receive a lump sum withdrawal from their retirement or investment accounts. This could be for personal financial planning purposes or to make a large purchase or investment.

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What is participant non-recurring distribution request?

Participant non-recurring distribution request is a form that participants must submit to request a one-time distribution of funds from their account.

Who is required to file participant non-recurring distribution request?

Participants who wish to make a one-time distribution request from their account are required to file the participant non-recurring distribution request form.

How to fill out participant non-recurring distribution request?

Participants can fill out the participant non-recurring distribution request form by providing their personal information, the amount they wish to withdraw, and any other required details.

What is the purpose of participant non-recurring distribution request?

The purpose of the participant non-recurring distribution request is to allow participants to make a one-time withdrawal from their account for specific financial needs or purposes.

What information must be reported on participant non-recurring distribution request?

Participants must report their personal information, the amount they wish to withdraw, and any necessary documentation to support their request on the participant non-recurring distribution request form.