Get Request For Approval To Transfer Commuted Values Or Purchase Annuities. Fsco Form Number 1042e

This guide provides a step-by-step approach to filling out the Request For Approval To Transfer Commuted Values Or Purchase Annuities, Fsco Form Number 1042E online. By following these instructions, users can ensure that their request is completed accurately and efficiently.

Follow the steps to successfully complete the form.

1. Press the ‘Get Form’ button to access the form and open it in the appropriate digital platform.
2. In Part A, input the plan information by filling out the Registration Number, Name of Pension Plan, and Employer/Plan Sponsor fields.
3. Move to Part B to provide Actuarial Information, including the Valuation Date of the last filed Actuarial Valuation Report and prior Transfer Requests.
4. Complete the Actuarial Certification section by detailing the Determination Date, Market Value of Assets, Prior Year Credit Balance, and all relevant liability figures.
5. In Part C, select the applicable approval request by checking one of the options regarding Section 42 or Section 43.
6. Proceed to Part D and check the appropriate proposal for Payment of Commuted Values based on the options provided.
7. In Part E, attach a detailed description of the proposal for Purchase of Annuities, as required.
8. Finally, in Part F, the Pension Plan Administrator must certify the completeness and accuracy of the information by providing a signature, title, and other identifying details. After completing the form, users can save changes, download, print, or share the form.

Complete your documentation online now!