Forms and worksheets
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.
If you need assistance, please call us at (800) 223-7608.
IBEW Local Unions Savings & Security PlanForms
- Systematic installment payment form
For new recurring distributions from IBEW Local Unions Savings & Security Plans. - Systematic installment payment change form
For changing your existing Automatic Monthly Distribution. - Beneficiary designation form
For establishing or changing designated account beneficiaries. - Distributions and rollovers disclosure form
Tax information relating to lump sum distributions and amounts eligible for rollover. - Enrollment form
Application to enroll in the IBEW Local Unions Savings & Security Plan (for working members who will make payroll contributions). - Hardship withdrawal form
Application for hardship withdrawals from IBEW Local Unions Savings & Security Plan. - IRA rollover form
For IRA Rollovers into the IBEW Local Unions Savings & Security Plan. - Required minimum distribution form
For IRS-required minimum distributions. - Systematic required minimum distribution form
For establishing systematic RMD payments form the IBEW Local Unions Savings & Security Plan. - Name change request form
For making a name change to the IBEW Local Unions Savings & Security Plan - Rollover enrollment form
Application to enroll in the IBEW Local Unions Savings & Security Plan (for members rolling over 401(k) and/or pension funds). - Roth conversion transfer form
IBEW Local Unions Savings & Security Plan allows you to exercise the option to convert certain accounts to the Roth after-tax account within the Plan (a “Roth conversion”). - Withdrawal form for retired employees (Distribution election form)
For withdrawals by retired employees from IBEW Local Unions Savings & Security Plan. - Withdrawal form for active employees
For withdrawals by active employees from IBEW Local Unions Savings & Security Plan.
IBEW Local Unions Savings & Security Plan Worksheets
- Personal retirement plan questionnaire | [Fillable PDF]
Scarborough’s Retirement Income & 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. - Calculating your retirement expenses, the budgeting method | [Fillable PDF]
For those within 5 years of retirement, we recommend completing the budget worksheet to help you determine your retirement expenses. - Risk tolerance questionnaire | [Fillable PDF]
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. - Questions to ask your financial advisor
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.
Scarborough Advantage – Local Unions Savings & Retirement Plan Forms
- Beneficiary designation form
For establishing or changing designated account beneficiaries. - Automatic investment form
For recurring contributions to IBEW Local Unions Savings & Retirement Plan. - Change of investment allocation
For changing current or future allocations or to establish automatic rebalancing preferences. - Dollar cost averaging form
For requesting periodic exchanges from one investment option to another. - Enrollment form
For enrolling in the IBEW Local Unions Savings & Retirement Plan. - Investor profile
For determining your specific tolerance for investment risk. - Lump sum deposit form
For single deposits into your IBEW Local Unions Savings & Retirement Plan. - Notice of change form
For name and address changes regarding your IBEW Local Unions Savings & Retirement Plan. - Payroll contribution authorization form
For salary reductions into your IBEW Local Unions Savings & Retirement Plan. - Systematic withdrawal change form
For changes to systematic withdrawals from IBEW Local Unions Savings & Retirement Plan. - Systematic withdrawal form
For new systematic withdrawals from IBEW Local Unions Savings & Retirement Plan. - Withdrawal form
For withdrawals from IBEW Local Unions Savings & Retirement Plan. - Authorization for electronic funds transfer form
For ACH authorizations from IBEW Local Unions Savings & Retirement Plan.
Local Unions Retirement Income Program Worksheets
- Retirement income & investment analysis questionnaire
Scarborough’s Retirement Income & 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. - Calculating your retirement expenses, the budgeting method
For those within 5 years of retirement, we recommend completing the budget worksheet to help you determine your retirement expenses. - Risk tolerance questionnaire
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. - Questions to ask your financial advisor
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.