{"id":3272,"date":"2022-02-24T20:54:23","date_gmt":"2022-02-24T20:54:23","guid":{"rendered":"http:\/\/sandbox.planmember.com\/fcdev\/ibew-neca\/?page_id=3272"},"modified":"2022-02-24T20:54:23","modified_gmt":"2022-02-24T20:54:23","slug":"plan-forms","status":"publish","type":"page","link":"http:\/\/sandbox.planmember.com\/ibew-neca\/ibew-telecom-members\/scarborough-advantage-local-unions-savings-retirement\/plan-forms\/","title":{"rendered":"Plan forms"},"content":{"rendered":"<p><strong>Scarborough Advantage &#8211; Local Unions Savings &amp; Retirement Plan Forms<\/strong><\/p>\n<p>Simply click on the <strong>Scarborough Advantage &#8211; Local Unions Savings &amp; Retirement Plan<\/strong>&nbsp;form title to download. If you don&#8217;t see the form you need here, please call us at&nbsp;<strong>(800) 223-7608<\/strong>.&nbsp;<\/p>\n<ul>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=11445\" target=\"_blank\" rel=\"noopener\">Authorization for Withdrawals by ACH<\/a><br \/><span style=\"margin-left: 20px;\">For direct deposit of withdrawals from IBEW Local Unions Savings &amp; Retirement Plans.<\/span><\/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 \/><span style=\"margin-left: 20px;\">For recurring contributions to IBEW Local Unions Savings &amp; Retirement Plans.<\/span><\/li>\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 \/> <span style=\"margin-left: 20px;\">For establishing or changing designated account beneficiaries.<\/span><\/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 \/> <span style=\"margin-left: 20px;\">For changing plan current or future allocations or to automatic rebalancing preferences.<\/span><\/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 \/> <span style=\"margin-left: 20px;\">For requesting periodic exchanges from one option to another.<\/span><\/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 \/> <span style=\"margin-left: 20px;\"> For enrolling in the IBEW Local Unions Savings &amp; Retirement Plans.<\/span><\/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 \/> <span style=\"margin-left: 20px;\">For determining your specific tolerance for investment risk.<\/span><\/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 \/> <span style=\"margin-left: 20px;\">For single deposits into your IBEW Local Unions Savings &amp; retirement Plan.<\/span><\/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 \/> <span style=\"margin-left: 20px;\">For name and address changes regarding IBEW Local Unions Savings &amp; Retirement Plan.<\/span><\/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 \/> <span style=\"margin-left: 20px;\">For salary reductions into your IBEW Local Unions Savings &amp; Retirement Plan.<\/span><\/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 \/> <span style=\"margin-left: 20px;\">For changes to withdrawals from IBEW Local Unions Savings &amp; Retirement Plans.<\/span><\/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 \/> <span style=\"margin-left: 20px;\">For direct deposit of withdrawals from IBEW Local Unions Savings &amp; Retirement Plans.<\/span><\/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 \/> <span style=\"margin-left: 20px;\">For withdrawals from IBEW Local Unions Savings &amp; Retirement Plans.<\/span><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Scarborough Advantage &#8211; Local Unions Savings &amp; Retirement Plan Forms Simply click on the Scarborough Advantage &#8211; Local Unions Savings &amp; Retirement Plan&nbsp;form title to download. If you don&#8217;t see<\/p>\n","protected":false},"author":10,"featured_media":0,"parent":3160,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"wf_page_folders":[99],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>Plan forms - IBEW-NECA<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"http:\/\/sandbox.planmember.com\/ibew-neca\/ibew-telecom-members\/scarborough-advantage-local-unions-savings-retirement\/plan-forms\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Plan forms - IBEW-NECA\" \/>\r\n<meta property=\"og:description\" content=\"Scarborough Advantage &#8211; Local Unions Savings &amp; Retirement Plan Forms Simply click on the Scarborough Advantage &#8211; Local Unions Savings &amp; Retirement Plan&nbsp;form title to download. 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