Dear Beneficiary:
The enclosed materials are to assist you with your request
for a distribution from the Iron Workers District Council
of Southern Ohio & Vicinity Annuity Trust.
The
Beneficiary Distribution Form Package kit contains the following material:
•
Beneficiary and Alternate Payee Distribution Form
• Direct Rollover IN Request Form
(form being modified)
• Spousal Consent Form
•
Federal Income Tax Withholding Form
• Special Tax Notice regarding Plan Payments
• Master IRA Kit
Please read the enclosed Special Tax Notice Regarding Plan
Payments that contains important information and details your
payment options. If you are a spousal beneficiary, your balance
is eligible for rollover into an IRA or another qualified
plan.
Under the terms of the Iron Workers District Council of Southern
Ohio & Vicinity Annuity Trust, you may elect a form of
distribution as listed in the enclosed Beneficiary and Alternate
Payee Distribution Form. You must complete all applicable
sections of this form. If you elect a direct rollover, you
must complete the Direct Rollover Request Form.
Please return the Beneficiary and Alternate Payee Distribution
Form, along with any other applicable forms and documentation,
to:
Iron Workers District Council of Southern Ohio & Vicinity
Annuity Trust
Main P.O. Box 398
Dayton, Oh 45401
If you have any questions or require further assistance,
please call a Putnam Participant Services Representative at
our toll-free number 1-800-685-6474
Sincerely,
Putnam Investments
Defined Contribution Plan Administration
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