Rollover_Contribution_Form_-_Updated
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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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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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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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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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.
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2021 Retiree Transfer Form - IAA to Vanguard Account
Use the enclosed Transfer Form to transfer up to 10% of your Individual Annuity Account (“IAA”) to a “Participant-Directed Retirement Account” under the Elevator Constructors Union Local No. 1 Annuity and 401(k) Fund (the “Fund”). The Participant-Directed Retirement Account is an account established under the Fund at Vanguard that will permit you to direct the investment of your account assets by selecting among the same investment funds available under the 401(k) portion of the Fund.