Need Help?

Need Help?

Please fill out the below form and your plan administrator will get back to you as soon as they are able. Help hours are Monday - Friday 6am pst to 5pm pst.
If you have questions regarding your Plan, please call our dedicated representatives at 1-555-555-5555.

  • Welcome
  • Deferral
  • Distribution
  • Investment
  • Beneficiary
  • Summary

2022 Enrollment

Enrollment for: Demo User

Distribution Elections

The following election applies to all amounts deferred during 2022 and future calendar years, adjusted for any Accruals or other amounts credited to or charged against your Account under the Plan. Complete this election only if you are a new participant and you have not previously submitted a distribution election under the Plan.

Total

%

0%

The total of all your Distribution Sources must not equal more than 100%

InService (optional)

January 

 

A lump sum payment
Substantially equal yearly installments over. . .

Payment Upon Retirement

The form of distribution from my Account upon my Termination (as defined in the Plan) of employment for any reason (other than death) on or after Normal Retirement Age will be (select one):

A lump sum payment
Substantially equal annual installments over. . .

Normal Retirement Age is defined in the Plan as age 55.

If your Account balance is less than $5,000 upon your Termination or if you Terminate employment for any reason prior to your Normal Retirement Age, you will receive a single lump-sum payment regardless of the election specified above. Unless you specify a distribution election otherwise, your Account balance will also be distributed to you in a single lump-sum payment if you Terminate on or after reaching your Normal Retirement Age.

If you do not make an initial distribution election in this section when you first join the Plan, you will be permitted to provide an election at a later date, but your election will be subject to the rules applicable to revised distribution elections under Section F below.

If you are a "specified employee" for purposes of Code Section 409A, your distribution will be delayed for a minimum of six months following your Termination.