Get Pipe Trades Services Mn Pension Supplement Plan Withdrawal Application For Qdro Members 700

This guide provides comprehensive steps to assist you in completing the PIPE TRADES SERVICES MN PENSION SUPPLEMENT PLAN WITHDRAWAL APPLICATION FOR QDRO MEMBERS 700 online. Follow these instructions carefully to ensure a smooth and accurate submission.

Follow the steps to complete your application online.

1. Click ‘Get Form’ button to access the withdrawal application form, allowing you to open it in your preferred online editor.
2. Begin by filling in your personal information in the designated fields, including your name, social security number, address, date of birth, and home phone number. Make sure all details are accurate.
3. Next, provide the name and date of birth of your ex-spouse for whom the QDRO is filed, along with their local number, if applicable. This information is crucial for identifying the correct account for the withdrawal.
4. In the 'Election of Distribution' section, select your preferred method of receiving the funds. You can choose between a lump sum or monthly distributions and indicate whether you want the distribution sent to an IRA or other qualified plan.
5. If opting for a lump sum or equal installments, enter the gross withdrawal amount and calculate the mandatory 20% federal tax withholding. Optionally, you can specify any Minnesota state tax withholding.
6. For closing your account, state the gross estimated withdrawal amount and acknowledge the 20% federal tax withholding. Again, you can choose to withhold state tax.
7. Decide if you want your distribution from a specific fund by naming it in the relevant section, ensuring you specify one of the fund choices.
8. Select how you prefer to receive your distribution, whether via pick-up, mail, direct deposit, or transfer to another qualified plan or IRA. Provide all necessary details for the chosen method.
9. Review the timing for distribution eligibility and confirm your understanding by following instructions given regarding retirement or other qualifying criteria.
10. In the 'Applicant’s Statement' section, read the statement carefully and confirm the accuracy of your provided information before signing and dating the application.
11. If applicable, organize for a notary public to witness and sign your application, completing this section to validate your request.
12. Once filled out, save your changes, and you can then choose to download, print, or share the form to complete the process.

Start your application today and complete the necessary forms online.