Attn: Karen Garner

Attn: Karen Garner

<p> FAX: 858-748-0615 ATTN: DISTRIBUTIONS PHONE: 858-748-6500, X 119 IN-SERVICE DISTRIBUTION REQUEST Innovative P Enter Plan Name e n s i o n </p><p>Strategy & Design (To be completed by Employee or Employer) Name: ______SSN: ______Address: ______Phone number: ______Date of Birth: ______Email: ______ Married  Single Amount of Distribution requested:  maximum available, or  $ ______</p><p>(To be completed by Employer only) Eligibility for In-Service Distribution:  Special age or service  Normal retirement age Date of Hire: ______</p><p>Is this Participant an Owner, Shareholder or Corporate Officer?  Yes  No Please indicate if Participant was credited with less than 1,000 hours in any Year of employment: For purposes of these questions a Year is measured during the Plan Year (eg. Jan. 1st – Dec. 31st) regardless if date of hire or date of termination.  No, Participant was credited with 1,000 or more hours for all Years of employment.  Yes, Participant credited with less than 1,000 hours during the following years: year hours ______Was Participant ever previously terminated and re-hired?  No, Participant has never been re-hired.  Yes, Participant was terminated and then re-hired as follows (please provide dates): termination re-hire ______</p><p>Do you request Spanish Documents to be provided to this Participant?  Yes  No</p><p>______Date Signature of Trustee/Administrator </p><p>Rev Jan. 2007</p>

View Full Text

Details

  • File Type
    pdf
  • Upload Time
    -
  • Content Languages
    English
  • Upload User
    Anonymous/Not logged-in
  • File Pages
    1 Page
  • File Size
    -

Download

Channel Download Status
Express Download Enable

Copyright

We respect the copyrights and intellectual property rights of all users. All uploaded documents are either original works of the uploader or authorized works of the rightful owners.

  • Not to be reproduced or distributed without explicit permission.
  • Not used for commercial purposes outside of approved use cases.
  • Not used to infringe on the rights of the original creators.
  • If you believe any content infringes your copyright, please contact us immediately.

Support

For help with questions, suggestions, or problems, please contact us