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This document is an application for distributing funds from the MEBA - 401(k) Plan due to the death of an employee. It includes sections for employee information, methods of payment for beneficiaries,
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How to fill out MEBA - 401(k) Plan Distribution Due to Death Application

01
Obtain the MEBA - 401(k) Plan Distribution Due to Death Application form from the official MEBA website or your plan administrator.
02
Fill out the participant's information, including name, Social Security number, and last known address.
03
Provide the details of the deceased participant, including name, Social Security number, and date of death.
04
Indicate your relationship to the deceased on the application.
05
Complete any required sections regarding the distribution of funds, such as beneficiary choices.
06
Attach any required documentation, such as a death certificate or proof of identity.
07
Review the application for accuracy and completeness.
08
Sign and date the application at the designated area.
09
Submit the completed application to the MEBA - 401(k) Plan administrator by the specified method.

Who needs MEBA - 401(k) Plan Distribution Due to Death Application?

01
The MEBA - 401(k) Plan Distribution Due to Death Application is needed by the beneficiaries or legal representatives of a deceased participant in the MEBA 401(k) plan.
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While the beneficiary won't have to pay an early withdrawal penalty, the entire distribution amount is subject to income tax in the year it is received. This can push the recipient into a higher tax bracket. It's usually only a consideration when the beneficiary needs immediate access to the funds.
5-year rule: If a beneficiary is subject to the 5-year rule, They must empty account by the end of the 5th year following the year of the account holders' death. 2020 does not count when determining the 5 years. No withdrawals are required before the end of that 5th year.
Unclaimed inheritances typically go to state unclaimed property agencies, which hold the assets until the rightful heirs can be located, though financial institutions may also send unclaimed funds to these agencies if no beneficiary can be identified.
Death certificates are needed by financial institutions, banks, vehicle information, 401k retirement plans, and life insurance companies.
You may designate multiple primary beneficiaries. You must allocate a percentage of the account to each beneficiary, so that all percentages add up to 100%. To designate more than 50% to any other beneficiary, your spouse may need to consent who you designate as beneficiaries.

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The MEBA - 401(k) Plan Distribution Due to Death Application is a form used to request the distribution of a deceased participant's 401(k) retirement plan benefits to their designated beneficiaries.
The beneficiaries of a deceased participant in the MEBA - 401(k) plan are required to file the application to initiate the distribution of the deceased's retirement benefits.
To fill out the application, beneficiaries need to complete the required sections, providing information such as the deceased participant's details, the beneficiary's details, and any relevant documents required to verify the relationship and claims.
The purpose of the application is to formalize the process for beneficiaries to claim and receive the retirement benefits of a deceased plan participant under the MEBA - 401(k) plan.
The application must report information including the deceased participant's name, Social Security number, the date of death, the beneficiaries' names, their relationships to the deceased, and any relevant account information.
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Relevant keywords

401(k) plan death benefit beneficiary payout IRA rollover tax withholding distribution application Social Security employee information Plan Office approval Fidelity

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