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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. |