{"id":3349,"date":"2022-03-08T22:26:58","date_gmt":"2022-03-08T22:26:58","guid":{"rendered":"http:\/\/sandbox.planmember.com\/fcdev\/ibew-neca\/?page_id=3349"},"modified":"2024-12-12T21:33:27","modified_gmt":"2024-12-12T21:33:27","slug":"plan-forms","status":"publish","type":"page","link":"http:\/\/sandbox.planmember.com\/ibew-neca\/ibew-members\/ibew-local-unions-savings-security-plan\/plan-forms\/","title":{"rendered":"Plan forms"},"content":{"rendered":"<p><strong>IBEW Local Unions Savings &amp; Security Plan forms<\/strong><\/p>\n<p>Simply click on the form title to download. If you don&#8217;t see the form you need here, please call us at\u00a0<strong>(800) 223-7608<\/strong>.<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\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 Plans.<\/span><\/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><\/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><\/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><\/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><\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/www.planmember.com\/doc.cfm?d=21620\" 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><\/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\u00a0for hardship withdrawals from IBEW Local Unions Savings\u00a0&amp; Security Plan.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!--\n \t\n\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=7564\" target=\"_blank\" rel=\"noopener\">IRA rollover enrollment form (use with IRA Rollover Form)<\/a>\n<span style=\"margin-left: 20px;\">Must be accompanied by an IRA Rollover Form.<\/span><\/li>\n\n\n--><\/p>\n<ul>\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><\/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><\/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\u00a0name and address\u00a0changes to IBEW Local Unions Savings &amp; Security Plans.<\/span><\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/www.planmember.com\/doc.cfm?d=21620\" 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><\/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 &amp; 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><\/li>\n<li style=\"margin-bottom: 20px;\"><a href=\"https:\/\/pdfs.planmember.com\/doc.cfm?d=20244\" target=\"_Blank\" rel=\"noopener\">Trusted contact form<\/a><br \/>\n<span style=\"margin-left: 20px;\">For establishing or changing trusted contact information.<\/span><\/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 &amp; Security Plan.<\/span><\/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 &amp; Security Plan.<\/span><\/li>\n<\/ul>\n<h3>Worksheets<\/h3>\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><\/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><\/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><\/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><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>IBEW Local Unions Savings &amp; Security Plan forms Simply click on the form title to download. If you don&#8217;t see the form you need here, please call us at\u00a0(800) 223-7608.<\/p>\n","protected":false},"author":10,"featured_media":0,"parent":3217,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"wf_page_folders":[96,104],"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=\"https:\/\/sandbox.planmember.com\/ibew-neca\/ibew-members\/ibew-local-unions-savings-security-plan\/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=\"IBEW Local Unions Savings &amp; Security Plan forms Simply click on the form title to download. 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