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October '07 IRS Releases to
IRC§419(e)
Recent Developments

Pension

2007 Pension Forms

Please, select 1 through 8:

1. Standard Forms
2. ING Forms
3. John Hancock Forms
4. Lincoln Forms
5. Securian Forms
6. Participant Change Form
7. Plan Data Request Form
8. Year End Census Request


pdf Distribution Brochure

pdf Distribution Request & Tax Notice

pdf Standard - Authorized Contact

pdf Standard - Beneficiary Designation

pdf Standard - Electronic Funds Transfer Authorization

pdf Standard - Retirement Plan Loan Request (NL)

pdf Standard - Rollover

pdf Standard - Tax Notice

pdf Standard - Hardship Withdrawal Request (NL)

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pdf 401(k) Participant Deferral Contribution Change

pdf Excess Deferrals/Contribution Withdrawal Request

pdf Withdrawal Request - In Service

pdf Qualified Domestic Relations Order

pdf Special Tax Notice

pdf Spousal Consent

pdf Third Party Administrator Change Request

pdf Authorized Trustee Signature Add/Change

pdf Withdrawal Request

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pdf Notification of Change in Signing Authority

pdf Excess Withdrawal Request

pdf Hardship Withdrawal

pdf Request for New Loan

pdf Participant Data Change

pdf Withdrawal - Eligible for Rollover

pdf Withdrawal - Not Eligible for Rollover

pdf Total Withdrawal - Eligible for Rollover (short version)

pdf Rollover Contribution Form

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pdf Loan Application & Trustee Directive for Payment

pdf Lump Sum Distribution or Partial In Service Withdrawal

pdf Direct Rollover to Traditional IRA

pdf Change of Beneficiary Designation

pdf Change of Personal Information

pdf Corrective Distribution Request

pdf TPA Change Request

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pdf Complete/Total Distribution Request

pdf Partial Distribution Request

pdf Loan Inssurance/Change Request

pdf Beneficiary Designation

pdf Participant Investment Allocation Change and Transfer Request

pdf Enrollment Request

pdf Plan Sponsor Web Site ID Change Request

pdf Plan Sponsor Web Site Authorization

pdf Notification of Change

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Other Forms

pdf 6. Participant Change Form

pdf 7. Plan Data Request Form

excel 8. Year End Census Request

 

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