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This form is used to request a withdrawal from the I.B.E.W. Local 697 Defined Contribution Plan due to disability or to make changes to an existing periodic installment payment due to disability. The request may be subject to an administrative review period prior to processing.
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How to fill out disability withdrawal request

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How to fill out disability withdrawal request

01
Obtain the disability withdrawal request form from your employer or the relevant agency.
02
Carefully read the instructions provided on the form.
03
Fill in your personal information, including your name, contact details, and employee identification number.
04
Provide detailed information about your disability, including medical documentation if required.
05
Specify the effective date you wish the withdrawal to take place.
06
Review the form for accuracy and completeness.
07
Sign and date the form where indicated.
08
Submit the completed form to the appropriate person or department as instructed.

Who needs disability withdrawal request?

01
Individuals who are unable to work due to a disability.
02
Employees seeking to access disability benefits.
03
Those transitioning from short-term disability to long-term disability benefits.
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A disability withdrawal request is a formal application submitted by an individual seeking to withdraw their retirement funds due to a qualifying disability.
Individuals who are unable to work due to a disability and wish to access their retirement benefits must file a disability withdrawal request.
To fill out a disability withdrawal request, complete the designated form provided by the retirement plan administrator, ensuring to provide accurate personal information, medical documentation, and any other required details.
The purpose of a disability withdrawal request is to allow individuals with disabilities to access their retirement funds early due to their inability to work.
The information that must be reported includes personal identification details, the nature of the disability, medical documentation, and any relevant retirement account information.
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Disability Withdrawal 401(k) Plan I.B.E.W. Local 697 Withdrawal Request Disability Benefits Plan Administrator Approval Rollover Options Qualified Joint and Survivor Annuity Retirement Plan Financial Assistance

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