Form
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Purpose
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| Enrollment Form |
Used to enroll or re-enter the plan. Also used to designate plan investments.
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Beneficiary Form
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Used to designate who will receive plan proceeds in the event of the participant’s death.
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Form
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Purpose |
| Final Distribution Forms |
Use to take a distribution from your 401-k plan in the event of termination of employment, retirement or disability. |
| Contribution Change Forms
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Use to change the percentage of your contribute from your pay check to the 401-k plan. |
| Beneficiary Distribution Forms
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Use to request a distribution to a beneficiary in the event of a death. |
| Rollover Contribution Forms
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Use to rollover a qualified plan into the CWA Savings & Retirement Trust. |
| In Service Withdrawal Forms
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Use to withdraw funds from the CWA 401-k plan, for reasons other than hardship or termination. Contribution suspension and penalties may apply. |
| Required Minimum Distribution Forms |
Use to begin taking Required Minimum Distributions after age 70 1/2. |
| Hardship Distribution Forms
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Use to withdraw funds from the 401-k plan for the purpose of a first home purchase, un-reimbursed medical expenses, post-secondary tuition expenses and related educational fees, or payments necessary to prevent mortgage foreclosure or eviction from primary residence. |
| Catch Up Contribution Form
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To allow participants over the age of 50 to make supplemental contributions to the plan. |
| Loan Application
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To allow participants to apply for loans against their plan balances. |
Loan ACH Payment Bank Change
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To allow participants to change the bank against which their ACH loan payments are deducted. |
Loan Payoff Form
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To allow participants to payoff outstanding loans to the CWA SRT before term. |
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