{"id":1197,"date":"2024-12-30T15:51:13","date_gmt":"2024-12-30T15:51:13","guid":{"rendered":"https:\/\/sandbox.planmember.com\/dev-4thpointwealth\/test-accordion\/"},"modified":"2024-12-30T15:51:13","modified_gmt":"2024-12-30T15:51:13","slug":"test-accordion","status":"publish","type":"page","link":"http:\/\/sandbox.planmember.com\/dev-4thpointwealth\/test-accordion","title":{"rendered":"test accordion"},"content":{"rendered":"<p>To download forms, simply click on the plan section that corresponds to your plan name. To avoid processing delays, please check your account statement to confirm your plan name before downloading a form.<br \/>\nIf you need assistance, please call us at (800) 223-7608.<\/p>\n<div class=\"product-accordion\">\n<div class=\"product-item\">\n<h3 class=\"product-title\">IBEW Local Unions Savings &#038; Security Plan forms <a href=\"#\" class=\"toggle-link\">Expand<\/a><\/h3>\n<div class=\"product-content\">\n<ul>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7578\" target=\"_blank\" rel=\"noopener\">Authorization for withdrawals by ACH<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For direct deposit of withdrawals from IBEW Local Unions Savings &amp; Security Plan.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7573\" target=\"_blank\" rel=\"noopener\">Automatic monthly distribution form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For new recurring distributions from IBEW Local Unions Savings &amp; Security Plans.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7574\" target=\"_blank\" rel=\"noopener\">Automatic monthly distribution change form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For changing your existing Automatic Monthly Distribution.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7572\" target=\"_Blank\" rel=\"noopener\">Beneficiary designation form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For establishing or changing designated account beneficiaries.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7576\" target=\"_blank\" rel=\"noopener\">Distributions and rollovers disclosure form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">Tax information relating to lump sum distributions and amounts eligible for rollover.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7565\" target=\"_blank\" rel=\"noopener\">Enrollment form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">Application to enroll in the IBEW Local Unions Savings &amp; Security Plan (for working members who will make payroll contributions).<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7570\" target=\"_blank\" rel=\"noopener\">Hardship withdrawal form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">Application for hardship withdrawals from IBEW Local Unions Savings &amp; Security Plan.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7567\" target=\"_blank\" rel=\"noopener\">IRA rollover form <\/a><br \/>\n          <span style=\"margin-left: 20px;\">For IRA Rollovers into the IBEW Local Unions Savings &amp; Security Plan.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7571\" target=\"_blank\" rel=\"noopener\">Minimum distribution election form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For IRS-required minimum distributions.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7577\" target=\"_blank\" rel=\"noopener\">Notice of change form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For making name and address changes to IBEW Local Unions Savings &amp; Security Plan.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7566\" target=\"_blank\" rel=\"noopener\">Rollover enrollment form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">Application to enroll in the IBEW Local Unions Savings &amp; Security Plan (for members rolling over 401(k) and\/or pension funds).<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=18803\" target=\"_blank\" rel=\"noopener\">Roth conversion transfer form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">IBEW Local Unions Savings &#038; Security Plan allows you to exercise the option to convert certain accounts to the Roth after-tax account within the Plan (a \u201cRoth conversion\u201d).<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7569\" target=\"_blank\" rel=\"noopener\">Withdrawal form for retired employees (Distribution election form)<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For withdrawals by retired employees from IBEW Local Unions Savings &#038; Security Plan.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7568\" target=\"_blank\" rel=\"noopener\">Withdrawal form for active employees<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For withdrawals by active employees from IBEW Local Unions Savings &#038; Security Plan.<\/span>\n        <\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<div class=\"product-item\">\n<h3 class=\"product-title\">IBEW Local Unions Savings &#038; Security Plan worksheets <a href=\"#\" class=\"toggle-link\">Expand<\/a><\/h3>\n<div class=\"product-content\">\n<ul>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7580\" target=\"_blank\" rel=\"noopener\">Retirement income &amp; investment analysis questionnaire <\/a> | <a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=20625\" target=\"_blank\" rel=\"noopener\">[Fillable PDF]<\/a><br \/>\n          <span style=\"margin-left: 20px;\">Scarborough\u2019s Retirement Income &amp; Investment Analysis will show whether you are on track to achieve your long-term retirement income goals and offers key recommendations for adjustments to improve your retirement planning. To obtain your personalized report, please complete the information on the questionnaire.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7579\" target=\"_blank\" rel=\"noopener\">Calculating your retirement expenses, the budgeting method <\/a> | <a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=20628\" target=\"_blank\" rel=\"noopener\">[Fillable PDF]<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For those within 5 years of retirement, we recommend completing the budget worksheet to help you determine your retirement expenses.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7583\" target=\"_blank\" rel=\"noopener\">Risk tolerance questionnaire<\/a> | <a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=20629\" target=\"_blank\" rel=\"noopener\">[Fillable PDF]<\/a><br \/>\n          <span style=\"margin-left: 20px;\">This simple questionnaire is designed to measure both your basic ability and willingness to endure investment risk in order to help you determine the portfolio that is most appropriate for you.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=16578\" target=\"_blank\" rel=\"noopener\">Questions to ask your financial advisor<\/a><br \/>\n          <span style=\"margin-left: 20px;\">This checklist was developed to help you calculate the types of expenses associated with various investments often used for rollovers of lump sum pensions and 401(k) accounts.<\/span>\n        <\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<div class=\"product-item\">\n<h3 class=\"product-title\">Scarborough Advantage \u2013 Local Unions Savings &#038; Retirement Plan forms<a href=\"#\" class=\"toggle-link\">Expand<\/a><\/h3>\n<div class=\"product-content\">\n<ul>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=11155\" target=\"_blank\" rel=\"noopener\">Beneficiary designation form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For establishing or changing designated account beneficiaries.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=11156\" target=\"_blank\" rel=\"noopener\">Automatic investment form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For recurring contributions to IBEW Local Unions Savings &amp; Retirement Plan.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=11157\" target=\"_blank\" rel=\"noopener\">Change of investment allocation<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For changing current or future allocations or to establish automatic rebalancing preferences.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=11158\" target=\"_blank\" rel=\"noopener\">Dollar cost averaging form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For requesting periodic exchanges from one investment option to another.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=11159\" target=\"_blank\" rel=\"noopener\">Enrollment form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For enrolling in the IBEW Local Unions Savings &amp; Retirement Plan.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=11160\" target=\"_blank\" rel=\"noopener\">Investor profile<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For determining your specific tolerance for investment risk.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=11161\" target=\"_blank\" rel=\"noopener\">Lump sum deposit form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For single deposits into your IBEW Local Unions Savings &amp; Retirement Plan.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=11162\" target=\"_blank\" rel=\"noopener\">Notice of change form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For name and address changes regarding your IBEW Local Unions Savings &amp; Retirement Plan.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=11163\" target=\"_blank\" rel=\"noopener\">Payroll contribution authorization form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For salary reductions into your IBEW Local Unions Savings &amp; Retirement Plan.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=11164\" target=\"_blank\" rel=\"noopener\">Systematic withdrawal change form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For changes to systematic withdrawals from IBEW Local Unions Savings &amp; Retirement Plan.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=11165\" target=\"_blank\" rel=\"noopener\">Systematic withdrawal form<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For new systematic withdrawals from IBEW Local Unions Savings &amp; Retirement Plan.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=11166\" target=\"_blank\" rel=\"noopener\">Withdrawal form<\/a><br \/>\n          <span style=\"margin-left: 20px;\"><span style=\"margin-left: 20px;\">For withdrawals from IBEW Local Unions Savings &amp; Retirement Plan.<\/span><\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=11445\" target=\"_blank\" rel=\"noopener\">Authorization for electronic funds transfer form<\/a><br \/>\n          <span style=\"margin-left: 20px;\"><span style=\"margin-left: 20px;\">For ACH authorizations from IBEW Local Unions Savings &amp; Retirement Plan.<\/span><\/span>\n        <\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<div class=\"product-item\">\n<h3 class=\"product-title\">Local Unions Retirement Income Program worksheets<a href=\"#\" class=\"toggle-link\">Expand<\/a><\/h3>\n<div class=\"product-content\">\n<ul>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=8865\" target=\"_blank\" rel=\"noopener\">Retirement income &#038; investment analysis questionnaire<\/a><br \/>\n          <span style=\"margin-left: 20px;\">Scarborough&#8217;s Retirement Income &amp; Investment Analysis will show whether you are on track to achieve your long-term retirement income goals and offers key recommendations for adjustments to improve your retirement planning. To obtain your personalized report, please complete the information on the questionnaire.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=13213\" target=\"_blank\" rel=\"noopener\">Calculating your retirement expenses, the budgeting method<\/a><br \/>\n          <span style=\"margin-left: 20px;\">For those within 5 years of retirement, we recommend completing the budget worksheet to help you determine your retirement expenses.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=13212\" target=\"_blank\" rel=\"noopener\">Risk tolerance questionnaire<\/a><br \/>\n          <span style=\"margin-left: 20px;\">This simple questionnaire is designed to measure both your basic ability and willingness to endure investment risk in order to help you determine the portfolio that is most appropriate for you.<\/span>\n        <\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=16578\" target=\"_blank\" rel=\"noopener\">Questions to ask your financial advisor<\/a><br \/>\n          <span style=\"margin-left: 20px;\">This checklist was developed to help you calculate the types of expenses associated with various investments often used for rollovers of lump sum pensions and 401(k) accounts.<\/span>\n        <\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>To download forms, simply click on the plan section that corresponds to your plan name. To avoid processing delays, please check your account statement to confirm your plan name before<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"wf_page_folders":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>test accordion - Fourth Point Wealth<\/title>\r\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"test accordion - Fourth Point Wealth\" \/>\r\n<meta property=\"og:description\" content=\"To download forms, simply click on the plan section that corresponds to your plan name. To avoid processing delays, please check your account statement to confirm your plan name before\" \/>\r\n<meta property=\"og:url\" content=\"http:\/\/sandbox.planmember.com\/dev-4thpointwealth\/test-accordion\" \/>\r\n<meta property=\"og:site_name\" content=\"Fourth Point Wealth\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"http:\/\/sandbox.planmember.com\/dev-4thpointwealth\/test-accordion\",\"url\":\"http:\/\/sandbox.planmember.com\/dev-4thpointwealth\/test-accordion\",\"name\":\"test accordion - Fourth Point Wealth\",\"isPartOf\":{\"@id\":\"http:\/\/sandbox.planmember.com\/dev-4thpointwealth\/#website\"},\"datePublished\":\"2024-12-30T15:51:13+00:00\",\"dateModified\":\"2024-12-30T15:51:13+00:00\",\"breadcrumb\":{\"@id\":\"http:\/\/sandbox.planmember.com\/dev-4thpointwealth\/test-accordion#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"http:\/\/sandbox.planmember.com\/dev-4thpointwealth\/test-accordion\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"http:\/\/sandbox.planmember.com\/dev-4thpointwealth\/test-accordion#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"http:\/\/sandbox.planmember.com\/dev-4thpointwealth\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"test accordion\"}]},{\"@type\":\"WebSite\",\"@id\":\"http:\/\/sandbox.planmember.com\/dev-4thpointwealth\/#website\",\"url\":\"http:\/\/sandbox.planmember.com\/dev-4thpointwealth\/\",\"name\":\"Fourth Point Wealth\",\"description\":\"A PlanMember Financial Center\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"http:\/\/sandbox.planmember.com\/dev-4thpointwealth\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\r\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"test accordion - Fourth Point Wealth","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"en_US","og_type":"article","og_title":"test accordion - Fourth Point Wealth","og_description":"To download forms, simply click on the plan section that corresponds to your plan name. 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