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  • Iatse Annuity Hardship Withdrawal

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I.A.T.S.E. Annuity Fund Withdrawal/Notice of Termination/ Retirement/Disability Form This form is used for requesting withdrawals (other than hardship withdrawals) or a distribution from the I.A.T.S.E.

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(If you're under age 59½ when you make a hardship withdrawal, you may also be subject to a 10% early withdrawal tax penalty on the amount of the withdrawal.) Employer contributions to your Annuity Account and Rollover Account balances are not eligible for hardship withdrawal.

The Funds are governed by Boards of Trustees made up of an equal number of representatives of the IATSE (labor) and the employers (management). The IATSE National Benefit Funds include the Pension, Annuity, Health & Welfare, Vacation and 401(k) Funds.

You can sometimes roll an annuity into a 401(k) plan if the annuity is already held in a “qualified” retirement account like an IRA. However, both the 401(k) and annuity provider must have rules that allow this.

Pursuant to the authority vested in them under an Agreement and Declaration of Trust entered into the 21st day of September, 1973, the Board of Trustees established the Annuity Fund. I.A.T.S.E. Annuity Fund encourages and assists participants by providing additional financial security at retirement.

Generally speaking, an investor can only access the funds in their RA from age 55 onwards, with no upper age limit for retirement. When you retire from your retirement annuity, you have the option to withdraw one-third of the investment in cash, with the first R500 000 being tax-free.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
Content Takedown Policy
Bug Bounty Program
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232