Get Documents - Joint Annuity Fund, Local No. 164, Ibew Plan

Completing the Documents - Joint Annuity Fund, Local No. 164, IBEW Plan online is a straightforward process. This guide will walk you through the steps necessary to accurately fill out the form, ensuring you meet all requirements for a hardship withdrawal.

Follow the steps to successfully complete your form online.

1. Click ‘Get Form’ button to access the document and open it in your preferred digital editor.
2. Begin by filling out the Participant Information section. Ensure you provide your social security number, date of birth, last name, first name, middle initial, and contact details including street address, apartment number (if applicable), Local Union number, city, state, and zip code. Use clear and legible text.
3. In the Reason for Distribution section, select one of the options that best matches your financial need by checking the appropriate box. Be sure to attach any required documentation as specified below each reason.
4. Complete the Amount of Distribution section. Here, specify the dollar amount you wish to withdraw, ensuring that it meets the minimum and maximum thresholds outlined. Remember that this section should not be completed if you selected the Unemployed Member option.
5. For the Federal Income Tax Withholding Election, choose whether you want tax withheld from your hardship distribution. You may opt for no tax withholding, specify a percentage, or gross-up the amount selected.
6. In the Certification section, certify your marital status by initialing the appropriate statement and providing your signature. If you are married, ensure you include your spouse’s name.
7. If you are married, your spouse must provide consent. They need to fill out the Spouse’s Consent section, acknowledging their understanding of the requested distribution and its implications. This section requires their signature before a notary public.
8. Once completed, review all sections for accuracy. After verifying that the form is filled out correctly, save your changes. You can then download, print, or share the completed form as required.

Complete your Documents - Joint Annuity Fund, Local No. 164, IBEW Plan online today to ensure timely processing of your hardship withdrawal.