Get Ie Shaffer Local 351

Filling out the Ie Shaffer Local 351 is an important step for users applying for benefits from the IBEW Local 351 Pension Fund. This guide provides clear instructions on completing each section of the form to ensure a smooth application process.

Follow the steps to complete your application for benefits.

1. Click ‘Get Form’ button to obtain the form and open it in the online editor.
2. Read the instructions thoroughly before starting to fill out the application. Ensure that both you and your partner will sign it and have the signatures witnessed by a Notary Public.
3. In Section I, select the type of benefit you are applying for by checking the appropriate box. Provide the effective date for your application.
4. In Section II, provide your personal information, including your name, Social Security number, street address, date of birth, phone number, last employer, and marital status. Ensure all details are accurate.
5. Section III allows you to select your form of payment. Carefully read the descriptions and check the box for your chosen option.
6. In Section IV, only fill out the beneficiary designation if you have not chosen a spouse's joint benefit option. Provide the required details for your beneficiary.
7. In Section V, indicate your preferred income tax withholding options for both lump sum and monthly payments, ensuring to review the options thoroughly.
8. For Section VI, complete the direct deposit arrangements necessary for receiving your monthly payments. You may attach a voided check for accuracy.
9. If applicable, in Section VII, provide details for direct rollover arrangements if you prefer to transfer your lump sum to an IRA or another qualified plan.
10. Finally, in Section VIII, sign and date the application and ensure your partner does the same. Have both signatures notarized.
11. After reviewing the completed application, save your changes, and then proceed to download, print, or share the form as needed.

Complete your application for benefits online today to ensure a timely response and resolution.