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.

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

 
While you are Participating:

Enrollment Form -- Complete this form to enroll in the IUE-CWA 401(k) Plan

Please also review the enrollment guide, which gives additional information about the Plan and the investments offered!

Change Form --- To make change to name/address, investments, contributions
You may make changes to your investment elections and existing balances by logging into your account online or calling 877-864-6644. 

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

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

 


To withdraw your savings from the Plan:

Distribution Form --- for Lump-Sum Payments, monthly payouts, and Rollovers to another Plan.

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.

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

 

Age 59 1/2 In-service Withdrawal --- for Age 59 & 1/2 In-service Withdrawals

 

If you wish to take a General Purpose loan, you must first complete and submit your Payment Form / Spousal Consent Form.  Once the Plan Office has this form, you can apply for your loan by calling 877-864-6644 or by logging into your account online. 

 

Application for Primary Residence loan --- To borrow from your savings to purchase your primary residence. 

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.

 

 

Hardship Withdrawal Form --- for certain withdrawals while you are working.  If you qualify, you must first take a loan from your 401(k) Plan before you are eligible to take a hardship withdrawal.  You will be required to provide documentation showing your hardship in order to qualify. 

 
 

 

 

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IUE-CWA Pension Fund
400 W. 7th Street, Suite 233, Bloomington, IN 47404
812.671.0690 / 812.671.9696 fax

Copyright 1997-2012 IUE-CWA Pension Fund

This page was last modified: 02/09/2012