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Local annuity fund form 2026

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The document outlines the loan application process for members of the Elevator Constructors Union Local No. 1 Annuity and 401(k) Fund, detailing applicable fees for various types of loans such as medical, funeral, education, home purchase, vehicle purchase, and home improvements. It includes sections for personal information, loan purpose, and necessary consents from spouses. The document emphasizes the importance of accurate information and compliance with federal regulations regarding marital status and loan agreements.

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Click ‘Get Form’ to open the local annuity fund form in the editor.
Begin with Part I, where you will enter your biographical information. Fill in your name, Social Security number, telephone number, and address accurately.
Proceed to Part II to specify the purpose of your loan. Check one or more boxes corresponding to your needs, such as medical expenses or educational costs. Ensure you attach any required documentation as proof.
In Part III, indicate the loan amount you are applying for. Be mindful of the limits set by the fund rules regarding maximum loan amounts.
If married, complete Part IV for spouse consent. This section requires notarization; ensure both signatures are present before submission.
Finally, review all sections for accuracy and completeness before submitting the form along with any necessary fees to the specified address.

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local 1 annuity fund

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