Services - 401(k) Forms


The following are to be MAILED DIRECTLY TO SBERA:
		401(k) Verification of Marital Status and Beneficiary Designation (K-03) (09-04)
		DB and 401(k) W-4 Change Form (Beneficiary, Name, Address) (K-04) (09-06)
		Withdrawal of After Tax Contributions (K-07) (01-10)
		401(k) Plan Withdrawal of contributions upon termination of employment (K-10) (01-10)
		Retirement Election (Hire Date Prior to 1/1/2000) (K-11) (01-10)
		Plan Application for Death Proceeds (K-12) (01-10)

SUBMIT the following TO HUMAN RESOURCES :

Forms not properly completed, signed and submitted by Human Resources will be returned without processing.
		Plan Membership Application (K-01) (09-10)
		Plan Application for Non-Responding Participants (K-01A) (09-04)
		Change in Deferral Agreement (K-02) (09-07)
		Employer Stock Transfer Form (K-05D) (10-11)
		Application For Hardship Withdrawal (K-06) (01-10)
		Disability Notice (K-08) (09-03)
		Notice of Termination of Service (K-09) (06-04)
		Rollover Application (K-16) (07-07)
		Rollover Enrollment Application for Non-Eligible Participants (K-16A) (07-07)
		Active Employee Withdrawal of Rollover Funds (K-17) (01-10)
		Application for Withdrawal at Age 59 1/2 (K-18) (01-10)
		Age 70 1/2 Withdrawal (K-20) (01-08)
		SBERA Wire Transfer Payment Form (WF) (09-03)