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1 DOW 17,828.24
+0.49 (0.00%)    
2 S&P 2,067.56
-5.27 (-0.25%)    
3 NASDAQ 4,791.63
+4.31 (0.09%)    
Client Forms PDF Print E-mail

To better serve our clients, we have provided the following commonly used administration forms and articles containing important tax information. Please be sure all information on the distribution forms is accurate and the Plan Trustee has signed the forms authorizing the distribution.  Please return the forms to our office upon completion for authorization by Retirement Benefit Solutions, L.L.C.  The forms will then be forwarded on to your financial institution for processing.  Upon the accurate completion of necessary paperwork by all parties, the distribution process generally takes 7-10 business days.  Please remember a spousal consent form is required for all account balances greater than $999.99.

American Funds Distribution Forms and Tax Notices

afdistribution.pdf --- Distribution Request, withdrawal of money from Plan

afrolloverin.pdf --- Rollover Request, rolling money into the Plan

miscspousalconsentform.pdf --- Spousal Consent, required for all account balances over $999.99

misctaxnotice.pdf --- Tax Notice

miscappendixtospecialtaxnotice.pdf --- Appendix to Tax Notice

John Hancock Annuity Company Distribution Forms and Tax Notices

jh death benefit.pdf --- Death Benefit Withdrawal form

jhdistribution.pdf  --- Distribution Request, withdrawal of money from Plan

jh spousal consent.pdf --- Spousal Consent, required for all account balances over $999.99

misctaxnotice.pdf --- Tax Notice

miscappendixtospecialtaxnotice.pdf --- Appendix to Tax Notice

jhparticipantdatachange.pdf --- Participant Data Change Form, for participants to update specific account information

ING Life Insurance and Annuity Company Distribution Forms and Tax Notices

For all plan numbers beginning with a GH/PH, please use the following forms:

2010 withdrawal form.pdf  --- Distribution Request, withdrawal of money from Plan

ing death claim form.pdf --- Death Benefit Withdrawal Form

ing spousa consent form.pdf --- Spousal Consent, required for all account balances over $999.99

miscappendixtospecialtaxnotice.pdf --- Appendix to Tax Notice

misctaxnotice.pdf --- Tax Notice

ingparticipantdatachangeform.pdf --- Participant Data Change Form, for participants to update specific account information

For all plan numbers beginning with a VF/VC, please use the following forms:

form 83501 2009 distribution.pdf --- Distribution Request, withdrawal of money from Plan

loan agreement request.pdf --- Loan Request form

misctaxnotice.pdf --- Tax Notice

miscappendixtospecialtaxnotice.pdf --- Appendix to Tax Notice

ing spousa consent form.pdf --- Spousal Consent, required for all account balances over $999.99

For all plan numbers beginning with a number, please use the ING website (link on the Alliance Partners tab) to request distribution forms for a specific participant.  Retirement Benefit Solutions, L.L.C. will be notified when ING has generated the forms.  We will then forward the forms on to you for completion.