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RABBI TRUST (Pre2005) DISTRIBUTION ELECTION Forename: Participant ID#: (Print Full Name of Participant)Address: I hereby elect that my Rabbi Trust (Pre2005) account balance be distributed as follows:
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Revenue Procedure 92-64 establishes the procedures for certain retirement plans to obtain tax-exempt status under Section 401(a) of the Internal Revenue Code.
Employers that maintain qualified retirement plans and need to obtain a determination letter regarding the plan’s tax-exempt status are required to file under Revenue Procedure 92-64.
To fill out Revenue Procedure 92-64, employers must complete the prescribed application form, providing detailed information about the retirement plan, including its provisions and operational compliance, and submit it to the IRS.
The purpose of Revenue Procedure 92-64 is to provide a simplified procedure for sponsors of retirement plans to obtain IRS recognition of their plan's qualification under the Internal Revenue Code.
The information that must be reported on Revenue Procedure 92-64 includes plan documents, operational compliance, and any related amendments or updates, such as demographic information and contributions.
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