Iatse Annuity Fund Hardship Withdrawal Form - Text Size A A A Annuity Fund Pursuant to the authority vested in them under an Agreement and Declaration of Trust entered into the 21st day of September 1973 the Board of Trustees established the Annuity Fund I A T S E Annuity Fund encourages and assists participants by providing additional financial security at retirement
Annuity Forms Annuity Forms Please note that at this time the most dependable way to get an Annuity Distribution application to the Fund Office is to scan and email to FundOffice FundOneIATSE We also have a new cloud fax number which will also be a dependable method for sending us your documents Fax to 212 247 5227
Iatse Annuity Fund Hardship Withdrawal Form
Iatse Annuity Fund Hardship Withdrawal Form
(Updated July 2020) Hardship Distributions related to the Coronavirus and the CARES Act Tax Relief Provisions As previously announced, the I.A.T.S.E. Annuity Fund adopted a new rule allowing hardship distributions for expenses and losses incurred by a Participant on account of the Coronavirus.
Address City State Zip Daytime Telephone Nighttime Telephone Birth Date SPOUSE INFORMATION if applicable Spouse Name Social Security Number Address City State Zip Daytime Telephone Nighttime Telephone Birth Date STATEMENT OF MARITAL STATUS 1 NOT MARRIED check and complete only one Single Divorced Separated Widowed
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The I A T S E Annuity Fund is composed of pre tax employer contributions and for some of you pre tax salary contributions When you take a withdrawal the IRS will compute income tax withholding on the amount you withdraw in addition to your earnings in the year you take the withdrawal
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B AUTHORIZING EVENT FOR WITHDRAWAL Check only one DISTRIBUTION WHILE WORKING I have attained age 59 1 2 and have been a Participant in the Plan for at least two calendar I have received an explanation of the Insurance Company Purchased Annuity form of benefits offered under the Annuity Fund of Local No One IATSE the Plan
Hardship Withdrawal Information
Annuity hardship withdrawals have been extended to include a new category to assist those who have been affected by COVID 19 For folks who have lost work been laid off or had other losses or expenses due to the virus participants are eligible for immediate withdrawal in the amount of their loss
Follow the simple instructions below: Choosing a legal specialist, making a scheduled appointment and coming to the business office for a private meeting makes completing a Iatse Annuity Hardship Withdrawal from beginning to end tiring. US Legal Forms allows you to quickly make legally binding papers according to pre-created web-based templates.
Span Class Result Type
Temporary Disability You are totally unable as a result of bodily injury or disease to engage in any gainful employment for a period of at least 45 days If you are in this situation please contact the Fund Office for information regarding disability documentation requirements
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Iatse Annuity Fund Hardship Withdrawal Form
Annuity hardship withdrawals have been extended to include a new category to assist those who have been affected by COVID 19 For folks who have lost work been laid off or had other losses or expenses due to the virus participants are eligible for immediate withdrawal in the amount of their loss
Annuity Forms Annuity Forms Please note that at this time the most dependable way to get an Annuity Distribution application to the Fund Office is to scan and email to FundOffice FundOneIATSE We also have a new cloud fax number which will also be a dependable method for sending us your documents Fax to 212 247 5227
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