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NORTHERN CALIFORNIA PIPE TRADES (NCP) SUPPLEMENTAL 401(K) RETIREMENT PLAN TO:Participants of the Northern California Pipe Trades Supplemental 401(k) Retirement PlanSUBJECT:Receiving Your Supplemental

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How to fill out surviving spouse distribution request

01

Step 1: Obtain the surviving spouse distribution request form from the appropriate institution or organization.

02

Step 2: Fill out the personal information section of the form, including your full name, address, date of birth, and contact information.

03

Step 3: Provide details about the deceased spouse, such as their name, date of death, and any relevant identification numbers.

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Step 4: Indicate the type of distribution you are requesting, such as a lump sum or periodic payments.

05

Step 5: Provide any additional required information or documentation, such as a copy of the death certificate or marriage certificate.

06

Step 6: Review the completed form for accuracy and ensure all necessary information is included.

07

Step 7: Sign and date the form.

08

Step 8: Submit the surviving spouse distribution request form to the appropriate institution or organization.

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Step 9: Follow up with the institution or organization to confirm receipt of the form and inquire about the processing timeline.

10

Step 10: Await the decision on your surviving spouse distribution request and follow any further instructions provided.

Who needs surviving spouse distribution request?

01

The surviving spouse of a deceased individual who had assets or investments that are subject to distribution may need to fill out a surviving spouse distribution request. This request is typically made to institutions such as banks, investment firms, or retirement plan administrators in order to claim the distribution of the deceased spouse's assets or benefits.

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What is surviving spouse distribution request?

A surviving spouse distribution request is a formal request for the distribution of assets belonging to a deceased spouse.

Who is required to file surviving spouse distribution request?

The surviving spouse of the deceased individual is typically required to file the surviving spouse distribution request.

How to fill out surviving spouse distribution request?

The surviving spouse can fill out the request by providing personal information, details of the deceased spouse, and a list of requested assets.

What is the purpose of surviving spouse distribution request?

The purpose of the surviving spouse distribution request is to ensure that the assets of the deceased spouse are distributed according to their wishes or applicable laws.

What information must be reported on surviving spouse distribution request?

The request must include details such as the names of the surviving and deceased spouse, relationship to the deceased, details of assets to be distributed, and any relevant documentation.

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