Get Post-egtrra Db Good Faith Amendment Election Form. Use This Form To Apply For A Refund Of Carbon

Filling out the Post-EGTRRA DB Good Faith Amendment Election Form can seem challenging at first, but this guide is designed to help you navigate the process with ease. Each step is clearly outlined to ensure that you understand how to successfully complete the form online.

Follow the steps to effectively fill out the Post-EGTRRA DB Good Faith Amendment Election Form.

1. Press the ‘Get Form’ button to obtain the form and access it in your preferred editing tool.
2. Begin by entering the name of your plan in the designated field at the top of the form. Ensure that this information is accurate as it identifies your specific plan.
3. For Section 1, carefully read the hurricane provisions outlined in Section 1.4 and check any provisions that apply to your plan.
4. In Section 1.5, select whether you are revoking a prior amendment. Indicate the effective date of this revocation and check the appropriate box regarding accrued benefits.
5. For retroactive annuity starting dates in Section 1.6, note if your plan adopts this section, and complete the required information about the annuity starting date.
6. Proceed to Section 1.7, where you will determine the application of Code §401(a)(9) to your plan. Fill in the effective dates and make the necessary elections regarding distributions.
7. Continue to the relevant sections that pertain to the Post-EGTRRA provisions effective in subsequent years. Read through each section carefully, completing any necessary selections as indicated.
8. Once all sections are filled out, review your entries for accuracy. Make any necessary corrections before finalizing the form.
9. After confirming that all information is accurate, you can save your changes, download the completed form, and choose to print or share it as needed.

Start filling out your Post-EGTRRA DB Good Faith Amendment Election Form online today!