Get Notice 99-28 - Weighted Average Interest Rate Update. Weighted Average Interest Rate Update

Filling out the Notice 99-28 - Weighted Average Interest Rate Update is essential for accurate reporting of interest rates affecting pension plans. This guide provides clear and supportive instructions to help you complete the form online with ease.

Follow the steps to successfully fill out the Weighted Average Interest Rate Update.

1. Click ‘Get Form’ button to obtain the document and open it in your preferred editor.
2. Carefully read the introductory section of the form, which outlines the purpose and the significance of the weighted average interest rate update. Understanding this context will help you navigate the form more effectively.
3. Fill in the required details in the specified fields. Ensure that all entries, such as the average yield and permissible ranges, are accurate and reflect the current rates. For instance, include the weighted average for the relevant month and year as indicated by the form.
4. Review each section as you progress through the form. Pay attention to details like the guidelines provided in Notice 88-73 and ensure that you adhere to any stated specifications.
5. Upon completing the form, make sure to save your changes. You can also download or print the completed form for your records.
6. After verification, share the form with relevant parties or submit it as required. Ensure that all necessary supporting documents are included if applicable.

Start filling out your documents online today for a streamlined process.