​​Plan forms

IBEW Local Unions Savings & Security Plan forms

Simply click on the form title to download. If you don’t see the form you need here, please call us at (800) 223-7608.

• • Authorization for withdrawals by ACH
    For direct deposit of withdrawals from IBEW Local Unions Savings & Security Plans.
  • Automatic monthly distribution form
    For new recurring distributions from IBEW Local Unions Savings & Security Plans.
  • Automatic monthly distribution 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.
• Minimum distribution election form
  For IRS-required minimum distributions.
• Notice of change form
  For making name and address changes to IBEW Local Unions Savings & Security Plans.
• 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”).
• Trusted contact form
  For establishing or changing trusted contact information.
• 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.

Worksheets

• Retirement income & investment analysis 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.