Get Neap Annuity Withdrawal

Filling out the Neap Annuity Withdrawal form can seem daunting, but following a structured approach can ensure a smooth process. This guide provides detailed instructions for each section of the form to assist all users in completing their application accurately and effectively.

Follow the steps to complete your Neap Annuity Withdrawal form successfully.

1. Press the ‘Get Form’ button to access the Neap Annuity Withdrawal form and open it in the online editor.
2. Begin by entering the NEAP participant's Social Security Number and personal details including full name, date of birth, current mailing address, and telephone number.
3. If you have previously been married, provide details of all former spouses, including their names, dates of marriage, and the reasons for marriage ending.
4. Complete the information regarding your most recent NEAP employer, local union number, and the last date you worked.
5. Review and select your preferred benefit options from the four choices provided: cash payment, rollover to an IRA, rollover to a defined contribution plan, or annuity purchase.
6. If selecting the annuity purchase option, fill in the name and contact details of the chosen insurance company.
7. If your individual account balance exceeds $5,000, ensure that your spouse completes the spouse consent form, which requires notarization.
8. For rollover options, fill in the required information for the Individual Retirement Arrangement Rollover Authorization and the Defined Contribution Plan Rollover Authorization as necessary.
9. After completing all sections, review your application to ensure accuracy, attach all required supporting documents, and sign and date the application.
10. Lastly, save your changes, and consider downloading or printing a copy of your completed application for your records.

Complete your Neap Annuity Withdrawal form online today to ensure a timely processing of your benefit.