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How to use or fill out ibew 164 annuity with our platform
- Click ‘Get Form’ to open the ibew 164 annuity in the editor.
- Begin by filling out the Participant Information section. Clearly print your Social Security Number, Date of Birth, Last Name, First Name, and other required details.
- In the Reason for Distribution section, select one option that best describes your financial need and attach the necessary documentation as specified.
- Specify the Amount of Distribution you wish to withdraw. Ensure it meets the minimum requirement of $1,000 and does not exceed 50% of your post-1997 annuity account balance.
- Complete the Federal Income Tax Withholding Election by choosing whether to withhold federal income tax from your hardship distribution.
- Sign and date the Certification section. If married, ensure your spouse provides consent in the designated area and has it notarized.
- Review all entries for accuracy before submitting. Once completed, return the form to the specified address.
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