Plan Information Worksheet
Please complete this worksheet and return to PBU. This will assist us in the design and implementation of a new Plan.
Employee Census
Use this report to provide PBU employee census information to prepare a proposal or complete the annual administration.
Distribution Request Form
This form can be used by a participant to make the election to receive a Plan distribution in the form of a Direct Rollover or in a Cash Distribution. Distributions in the form of a Cash Distribution generally require federal withholding tax in the amount of 20%.
Special Tax Notice Regarding Distributions – 401(k) Profit Sharing Plan
Special Tax Notice Regarding Distributions – Defined Benefit Plan
These Notices should be provided to participants prior to the distribution of benefits. The Notices explains federal income tax information regarding Plan distributions.
Special Tax Notice Regarding Distributions – Defined Benefit Plan
These Notices should be provided to participants prior to the distribution of benefits. The Notices explains federal income tax information regarding Plan distributions.