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When should a terminated participant receive and complete Distribution forms?

April 26, 2017COMPLETE distribution forms participant terminated

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When should a terminated participant receive and complete Distribution forms?

1 Answer

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10 Posted

The participant should complete the forms at least 30 days, but not longer than 90 days prior to the distribution of benefits. If the distribution does not occur within 90 days from the time the participant signs the forms, new forms must be signed.