Direct Deposit Agreement. If you do not have a voided check, please provide a statement on letterhead from your bank. If you do not send either one, your distribution will be sent from MassMutual by check. Signature: You must sign Page 2, Section 5 of the distribution form regardless of marital status Spousal Consent: Only if you are married, Section 1 of the Spousal Consent Form must be filled out by the iron worker. Also, all notary signatures must include an expiration date and stamp. Take Your Time: Fill out all of the appropriate forms included in their entirety. If any form is not properly completed, processing time will be delayed. Rollover: If you are rolling the Annuity money into another qualified plan, the trustee/custodian must receive a copy of the Annuity Plan Introduction and Plan Type information that is included in this packet. Active Loan: If you currently have an active Annuity loan, please contact me prior to completing your request for an Annuity distribution. If you have a defaulted loan, please read the included letter regarding defaulted loans. Processing Time: Processing time may vary upon the volume of applications received. Normal processing time is approximately two to three weeks from the time the application is received until you will receive the requested money. If you have any questions, please contact me at 0-000-000-0000 extension ∗4782 or via email at xxxxxxxxxxx@xxxxxxxxxxxxxxxxxxx.xxx Thank you, Xxxxx Xxxxxxxxx Xxxxxxx Coordinator
Direct Deposit Agreement. If you do not have a voided check, please provide a statement on letterhead from your bank. If you do not send either one, your distribution will be sent from MassMutual by check. Employee Information: Section 3 of the distribution form must be completed with the iron worker’s information. Take Your Time: Fill out all of the appropriate forms included in their entirety. If any form is not properly completed, processing time will be delayed. Parent/Guardian: If minor children are the beneficiaries, the parent or guardian will have to obtain a certified guardianship letter from the courts. Rollover: If you are rolling the Annuity money into another qualified plan, the trustee/custodian of that plan must receive a copy of the Annuity Plan Introduction and Plan Type information that is included in this packet. Non-Spouse Beneficiary: A non-spouse beneficiary may only roll over the annuity funds into an inherited IRA.
Direct Deposit Agreement. If you do not have a voided check, please provide a statement on letterhead from your bank. If you do not send either one, your distribution will be sent from MassMutual by check. Signature: You must sign Page 2, Section 5 of the distribution form regardless of marital status Spousal Consent: Only if you are married, Section 1 of the Spousal Consent Form must be filled out by the iron worker. Also, all notary signatures must include an expiration date and stamp. Take Your Time: Fill out all of the appropriate forms included in their entirety. If any form is not properly completed, processing time will be delayed. Rollover: If you are rolling the Annuity money into another qualified plan, the trustee/custodian must receive a copy of the Annuity Plan Introduction and Plan Type information that is included in this packet. Active Loan: If you currently have an active Annuity loan, please contact me prior to completing your request for an Annuity distribution. If you have a defaulted loan, please read the included letter regarding defaulted loans. Processing Time: Processing time may vary upon the volume of applications received. Normal processing time is approximately two to three weeks from the time the application is received until you will receive the requested money. If you have any questions, please contact me at 0-000-000-0000 extension ∗4782 or via email at xxxxxxxxxxx@xxxxxxxxxxxxxxxxxxx.xxx Thank you, Xxxxx Xxxxxxxxx Xxxxxxx Coordinator IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY ANNUITY TRUST 0000 Xxxxxxxxx Xxxxx Xxxxxxxx, Xxxx 00000 Phone (000) 000-0000 Fax (000) 000-0000 Toll Free: (000) 000-0000 Annuity Plan Introduction The Iron Workers District Council of Southern Ohio & Vicinity Annuity Trust (the “Annuity Plan”) is designed to supplement your other retirement benefits. When you become a Participant in the Annuity Plan, an Individual Account is established in your name. Employer Contributions are then made on your behalf to your Individual Account. You are always 100% vested in, or entitled to, the money in your Individual Account. Your Individual Account balance includes Employer Contributions made on your behalf, adjusted by expenses of operating the Annuity Plan, net earnings, and losses, if applicable. Since your investment needs are unique, you choose how to invest the Employer Contributions made to the Annuity Plan on hour behalf. With some investment knowledge and the flexibility to choose among the Annuity Plan investment ...
Direct Deposit Agreement. I hereby authorize to initiate automatic deposits to my account at the financial institution named below. In addition, I authorize withdrawals from this account in the event a credit entry is made in error. I agree not to hold the company named above responsible for any delay or loss of funds due to incorrect or incomplete information supplied by me or by my financial institution or due to an error on the part of my financial institution in depositing funds to my account. This agreement will remain in effect until the company above receives written notice of cancellation from me or my financial institution, or I submit a new direct deposit form to the Payroll Department.
Direct Deposit Agreement. I hereby authorize and request the Wakulla County School Board to initiate credit entries and, if necessary, debit entries and adjustments for my credit entries in error, to my account at . This authorization is to remain in effect until withdrawn by me in writing with sufficient notice to the Wakulla County School Board to allow adequate time to effect termination. Name of Payee XXX – XX - Payee Social Security Number (last 4 digits only) DIRECT DEPOSIT ACTION REQUESTED: Start Change Stop Checking Savings Signature Date
