Dear Iron Workers District Council of Southern Ohio &
Vicinity Annuity Trust Participant:
These materials are to assist you with your request for a
distribution from the Iron Workers District Council of Southern
Ohio & Vicinity Annuity Trust.
The
Distribution Package kit contains the following material:
• Distribution
Form
•
Notice of Retirement
•
Spousal Consent Form
•
Special Tax Notice Regarding Plan Payments
•
Federal Tax
Withholding Form
Please read the enclosed Special Tax Notice Regarding Plan
Payments that contains important information and details your
payment options. All balances are 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 Distribution Form.
Any distribution made directly payable to you will have 20%
Federal Income Tax withheld, along with the required State
Tax, if applicable. Additionally, you may be liable for a
10% tax penalty on any distribution paid to you prior to age
59 ½.
You must complete all applicable sections of the Distribution
Form. If you elect a direct rollover, you must complete the
Receiving Plan or Qualified Plan section. Married participants
MUST have their spouse complete and return the Spousal Consent
Form as well.
Please return the 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 Service Center Representative at our
toll-free number 1-800-685-6474.
Sincerely,
Putnam Investments
Defined Contribution Plan Administration
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