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What forms are required by the terminated participant to initiate the distribution process?

April 26, 2017distribution forms initiate participant process terminated

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What forms are required by the terminated participant to initiate the distribution process?

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The Distribution Form must be completed for all distributions. The Direct Transfer Form is also required if transferring your vested account balance to an IRA or another Qualified Plan. If your vested account balance is in excess of $5,000, you MUST complete the “Spousal Consent” or “Participants Certification, If No Spouse” section of the Distribution Form and have your signature(s) notarized.