IUE-CWA 401(k) Plan Forms


  The forms below are for use in the IUE-CWA 401(k) Plan.

The forms are in PDF format.  You can download the Acrobat Reader free here.

If you need assistance with any of the forms, or if they do not download properly, please contact the plan office or send an email to Patty Mazzaro.

Return all completed forms to the Plan Office, either by fax or regular mail.

 
While you are Participating:

Enrollment Form --- For initial enrollment into the Plan

Change Form --- To make change to name/address, investments, contributions

Designation of Beneficiary Form --- To designate or change beneficiary

Direct Rollover Form --- To roll tax qualified money into the  IUE-CWA Plan

IRS Tax Qualification Letter --- Required by some Plans for rollovers from the IUE-CWA Plan


To withdraw your savings from the Plan:

Distribution Form --- for Age 59 & 1/2 In-service Withdrawals, Retirement, Termination,  Rollovers, or Disability.

You do NOT have to take your savings from the 401(k) Plan when you terminate, retire, or if your plant closes.  You have many options for your savings - including leaving them with the Plan.  Be sure to consider all fees and investment charges when considering rolling your savings out of the 401(k) Plan and into an IRA with a big brokerage house.

                    Click here to see withdrawal options for the 401(k) Plan.

Distribution Form for Beneficiary --- for Beneficiary upon death of Participant or for a distribution for a Qualified Domestic Relations Order (QDRO)

Hardship Withdrawal Form --- for certain withdrawals while you are working

Loan Application --- To borrow from your savings.  Loans are only available to those Participants whose Employer and Local Union have signed new Memorandum of Agreement to allow for the after-tax repayment of Loans.  Keep in mind that Loans must be repaid, even if you are on layoff or off work for any reason.  Borrowing from your 401(k) Plan savings can lower your lifetime savings amounts, because when the money is not invested, your savings are not growing.  Also, you will be repaying the Loan with AFTER-TAX money.  If you have any questions about Loans or to find out if you are eligible, contact the Plan Office.

Important Information about the Federal Tax Treatment of Distributions

 
 

 

 

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IUE-CWA Pension Fund
1460 Broad Street
Bloomfield, NJ 07003
973.893.0333 / 973.893.8225 fax

Copyright 1997-2008 IUE-CWA Pension Fund

This page was last modified: 05/02/2008