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Plan 990060/00000120DISTRIBUTION FORM Joint Annuity Fund of Local Union No. 164, I.B.E.W. This form authorizes a distribution from the Joint Annuity Fund of Local Union No. 164, I.B.E.W. The form
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How to fill out distribution form joint annuity

How to fill out distribution form joint annuity
01
Obtain the distribution form joint annuity from the annuity provider.
02
Fill out personal information such as name, address, social security number, and contact information.
03
Specify the percentage of the annuity distribution each joint annuitant will receive.
04
Provide any additional required information or documentation, such as proof of identification or beneficiary information.
05
Review the completed form for accuracy and sign where required.
06
Submit the form to the annuity provider either electronically or by mail.
Who needs distribution form joint annuity?
01
Individuals who have a joint annuity and wish to make distributions to multiple annuitants.
02
Beneficiaries of a joint annuity who need to receive their portion of the distribution.
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What is distribution form joint annuity?
The distribution form joint annuity is a form used to request the distribution of funds from a joint annuity account.
Who is required to file distribution form joint annuity?
The annuity holders or beneficiaries are required to file the distribution form joint annuity.
How to fill out distribution form joint annuity?
The distribution form joint annuity can be filled out by providing personal information, account details, and distribution instructions.
What is the purpose of distribution form joint annuity?
The purpose of distribution form joint annuity is to request the distribution of funds from a joint annuity account.
What information must be reported on distribution form joint annuity?
The distribution form joint annuity must include details such as account holder names, account number, desired distribution amount, and payment instructions.
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