Ibew 164 annuity 2026

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  1. Click ‘Get Form’ to open the ibew 164 annuity in the editor.
  2. 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.
  3. In the Reason for Distribution section, select one option that best describes your financial need and attach the necessary documentation as specified.
  4. 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.
  5. Complete the Federal Income Tax Withholding Election by choosing whether to withhold federal income tax from your hardship distribution.
  6. Sign and date the Certification section. If married, ensure your spouse provides consent in the designated area and has it notarized.
  7. Review all entries for accuracy before submitting. Once completed, return the form to the specified address.

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