THE CSA COMPENSATION ACCRUAL FUND 2026

The document is an election form for the CSA Compensation Accrual Fund, allowing eligible participants, surviving spouses, alternate payees, or non-spouse beneficiaries to choose how to receive their lump-sum distribution. It outlines options for direct rollovers to various retirement accounts and details the mandatory federal income tax withholding of 20% if distributions are taken directly. The form requires personal information and signatures, and includes a section for verification by the recipient plan if a rollover is chosen.

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Click ‘Get Form’ to open it in the editor.
Begin by entering the Name of Payee and SSN in the designated fields. Ensure accuracy as this information is crucial for processing.
Fill in the Address and Last Day On Payroll, selecting the appropriate Reason from the options provided.
Check one box to indicate your status: Participant, Surviving Spouse, Alternate Payee, or Non-Spouse Beneficiary(s).
If you are a Participant or Surviving Spouse, choose your distribution option by checking either A or B under each section. Make sure to read the tax implications carefully.
For Direct Rollover, complete the Recipient Plan information with accurate details and ensure it is certified by an authorized representative.
Finally, sign and date the form before submitting it to the Fund Administrator at the specified address.

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