Csa compensation accrual fund 2026

1. Click ‘Get Form’ to open the CSA Compensation Accrual Fund election form in the editor.
2. Begin by entering the name of the payee and their Social Security Number (SSN) in the designated fields. Ensure accuracy as this information is crucial for processing.
3. Fill in the address of the payee and indicate their last day on payroll. This helps establish eligibility for distributions.
4. Select the reason for distribution by checking one of the options: Retired, Resigned, Terminated, or Disabled. This will guide your eligibility status.
5. Identify your relationship to the plan by checking one of the options: Participant, Surviving Spouse, Alternate Payee, or Non-Spouse Beneficiary(s).
6. Choose how you want your eligible lump-sum distribution handled—either rolled over to an IRA or paid directly to you. Make sure to understand tax implications associated with each choice.
7. If opting for a rollover, complete the Direct Rollover Information section with details about the recipient plan and ensure it is certified by an authorized representative.
8. Finally, sign and date the form before submitting it to ensure your request is processed without delay.

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