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ENROLLMENT AND INFORMATION CHANGES NATIONAL ELEVATOR INDUSTRY BENEFIT PLANS (Not to be used for Elevator Constructors Annuity and 401(k) Plan) PLEASE READ REVERSE SIDE Helper - New to Trade Active.

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How to fill out the Neibenefits online

This guide provides a comprehensive overview of how to complete the Neibenefits online form effectively. It is designed to help users navigate through each section with ease and ensure that all necessary information is accurately submitted.

Follow the steps to complete the Neibenefits form successfully.

  1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
  2. Carefully read the instructions provided on the reverse side of the form to ensure you understand what is required for each section and field.
  3. Begin filling out the employee information section. Input your name, address, city, state, and contact information accurately.
  4. Indicate your birth date, gender, marital status, hire date, and Social Security number in the specified fields.
  5. In the 'Eligible Dependents' section, list all dependents. Provide their names, birth dates, relationships, and Social Security numbers as required.
  6. Complete the 'Beneficiary Information' section by adding the names, addresses, relationships, and share percentages for beneficiaries. Ensure the total shares equal 100%.
  7. Review all entered information for completeness and accuracy. Make sure to attach any required documentation for dependents being added.
  8. Sign the form in the designated area and ensure it is notarized unless you are only making an address change.
  9. After verifying all details, save your changes, download a copy, and return the completed form to the National Elevator Industry Benefits Office.

Complete your Neibenefits form online and ensure your information is up to date.

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The Elevator Constructors Annuity and 401(k) Retirement Plan is a defined contribution retirement plan that offers two sources of retirement income for you. The retirement benefits you receive under this Plan are in addition to the pension benefit you may be eligible to receive under the NEI Pension Plan.

The National Elevator Industry Pension Benefit Plan (the “Pension Plan” or “Plan”) provides financial protection for your retirement years.

In deciding whether to roll your 401(k) into an annuity you have to balance a guaranteed income against the risk of your estate losing funds should you die prematurely, plus the fees you have to pay for having an annuity. Also check whether your employer-sponsored retirement plan already has an annuity option.

Key takeaways. 401(k)s are tax-advantaged workplace retirement savings plans. Annuities offer guaranteed lifetime income—and some can invest and grow. More employers are offering annuities in their 401(k) plans.

A retirement annuity is a tax-effective retirement investment, which is designed for individuals who want to save towards their retirement. This may be in addition to your existing pension or provident funds that you already participate in through your employer.

If you have any questions concerning the benefits or your eligibility, please feel free to contact the Benefits Office of the National Elevator Industry Benefit Plans at 1-800-523-4702.

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