Elevator Constructors Union Local No. 1
Annuity and 401(k) Fund

Rollover Contribution Form

Roll over a contribution into the Local 1 401(k) Fund from another qualified pension plan.
Return form to the ECU Local 1 Annuity and 401(k) Fund Office.
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Salary Deferral Form

Authorize your employer to deduct before-tax deferrals to the Local 1 401(k) Fund or to change your deferral percent or dollar amount.
Return form to your employer.
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Investment Election Form

Choose how you want to invest your 401(k) money.
Return form to the ECU Local 1 Annuity and 401(k) Fund Office.
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Final Distribution Request 5-30-2020

Receive a distribution of your 401(k) account and tell the Fund what method of payment you want and taxes, if any, you want withheld from your distribution.  All employees must complete this form to receive a distribution.
Note:  You will be required to complete an additional distribution form if you choose the Ten-Annual Installment or Direct Rollover method of payment.  See below.
Return form to the ECU Local 1 Annuity and 401(k) Fund Office.
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Installment Payment

If you elect to receive your 401(k) account in ten-annual installments, you must complete this form in addition to the Final Distribution Form.
Return form to the ECU Local 1 Annuity and 401(k) Fund Office.
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Direct Rollover

If you elect to roll over your Local 1 401(k) account to an IRA or another eligible employer plan, you must complete this form in addition to the Final Distribution Request.
Return form to the ECU Local 1 Annuity and 401(k) Fund Office.
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Distribution Due to Death - Spouse Beneficiary

Receive a distribution of your spouse's 401(k) account, in the event of your spouse's death.   (Note:  You will be required to complete an additional distribution form, if you choose the Ten-Annual Installment or Direct Rollover method of payment.)
Return form to the ECU Local 1 Annuity and 401(k) Fund Office.
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Distribution Due to Death - NonSpouse Beneficiary

Receive a distribution of a deceased employee's 401(k) account, if the employee was not married and had named you as beneficiary or if the employee was married and had filed with the Fund Office written spousal consent to name you as beneficiary.   (Note:  You will be required to complete an additional distribution form, if you choose the Ten-Annual Installment or Direct Rollover method of payment.)
Return form to the ECU Local 1 Annuity and 401(k) Fund Office.
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Distribution Request Due to QDRO

Receive a distribution of a 401(k) account to which you are entitled by virtue of a Qualified Domestic Relations Order.  (Note:  You will be required to complete an additional distribution form, if you choose the Ten-Annual Installment or Direct Rollover method of payment)
Return form to the ECU Local 1 Annuity and 401(k) Fund Office.
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401k IRA Rollover Adoption Agreement

This form is for a participant or a beneficiary who wishes to roll over Vanguard mutual fund assets from an employer-sponsored retirement plan, administered by Vanguard, to a Vanguard IRA.