THE FIREMEN'S RETIREMENT SYSTEM OF ST. LOUIS



Similar documents
Tile Layers Local 7 Annuity Fund 253 West 35 th Street 12 th Floor, New York, NY Phone: (212) Fax: (212)

CHECK LIST FOR REFUND REQUESTS FROM PUBLIC SAFETY

National Electrical Annuity Plan Lump Sum Benefit Application

OPERATING ENGINEERS TRUST FUNDS

If you are 55 years or older and are retiring or separating from the County of San Diego, your

APPLICATION FOR SURVIVORS BENEFITS

ANNUITY FUND OF STAGE EMPLOYEES LOCAL NO.4, I.A.T.S.E. APPLICATION FOR BENEFITS INSTRUCTIONS

SCP POFF ROLLOVER SOURCE DISTRIBUTION REQUEST FORM

SPECIAL TAX NOTICE REGARDING DISTRIBUTIONS FROM A QUALIFIED RETIREMENT PLAN

LUMP SUM BENEFIT APPLICATION

LOCAL 348 ANNUITY FUND TH AVENUE, BROOKLYN, NY 11209

application for separation refund

Elevator Constructors Annuity and 401(k) Retirement Plan Distribution Form

Distribution Request Form

Date of Birth. Marital Status

CASH DISTRIBUTION FORM For VALIC Annuity Accounts Only All Plan Types

Distribution Request Form

APPLICATION FOR WITHDRAWAL

TDA WITHDRAWAL APPLICATION

DISTRIBUTION REQUEST FORM

Distribution Request Form

TO: APPLICANTS FOR TERMINATION BENEFITS, 401K FUND

o NOTICE OF TERMINATION AND/OR o CURRENT DISTRIBUTION CHANGE o ALTERNATE PAYEE DISTRIBUTION PER QUALIFIED

DISTRIBUTION REQUEST FORM FICA ALTERNATIVE PLAN FOR FLORIDA STATE UNIVERSITY

COVERDELL EDUCATION SAVINGS ACCOUNT (ESA)

QUALIFIED PLAN DISTRIBUTION NOTICE

SPECIAL TAX NOTICE REGARDING DEFERRED RETIREMENT OPTION PLAN ( DROP ) DISTRIBUTION PAYMENTS

New York City Police Pension Fund

You have two options: 1. Rollover the 401k balance to another qualified 401k plan a. Complete and submit Distribution Request form

Member / Beneficiary Request To Withdraw Contributions / Elect Rollover

Franklin Templeton Retirement Plan Beneficiary Distribution Request

EMPLOYEES RETIREMENT SYSTEM OF THE CITY OF NORFOLK SPECIAL TAX NOTICE Revised March 2016

City of Kansas City, Missouri - Revenue Division WAGE EARNER RETURN EARNINGS TAX. (816) Middle Name:

How To Rollover From A Pension Plan

IPF PENSION APPLICATION

AMERICAN MARITIME OFFICERS PENSION PLAN MONEY PURCHASE BENEFIT (MPB) DISTRIBUTION ELECTION FORM

Ohio Public Employees Retirement System 277 East Town Street, Columbus, Ohio PERS (7377)

Distribution Form (Subject to Joint and Survivor Annuity Rules)

University of Colorado Rollover/transfer out form For All Annuity Plan Accounts Except 403(b) Original Form Required for Processing

rollover/transfer out form

CASH DISTRIBUTION FORM For VALIC Annuity Accounts Only All Plan Types

TEACHER RETIREMENT SYSTEM OF TEXAS 1000 Red River Street, Austin, Texas Telephone (512) or

Withholding Certificate for Pension or Annuity Payments

Depending on your vested account balance, one of the following situations will apply:

State Retirement Board ONE WINTER STREET, 8TH FLOOR, BOSTON, MA 02108

QUALIFIED DOMESTIC RELATIONS ORDER (QDRO) PAYOUT REQUEST FORM. Social Security Number Plan Number: Alternate Payee s Name:

HCS RETIREMENT SERVICES

Landscape, Irrigation & Lawn Sprinkler Industry Trusts Defined Contribution Pension Plan Death Benefit Application

APPLICATION FOR SERVICE OR DISABILITY RETIREMENT

Distribution Form Subject to Joint & Survivor Annuity

New Client Start-up Checklist

Death Benefit Distribution Claim Form Non-Spousal Beneficiary

GENERAL INCOME TAX INFORMATION

Withholding Certificate for Pension or Annuity Payments

UTAH RETIREMENT SYSTEMS 401(K) WITHDRAWAL

Election or Rejection Of Direct Rollover to an IRA or Retirement Plan

G You are totally and permanently disabled. If you have checked this box, complete Sections III, IV and V of this application.

Distribution Request Form

Client Start-up Checklist

About Your Benefits 1

ASC IRA Distribution Form

2014 IT IT 1040

Age 59 1/2 (This withdrawal can be taken from your entire account.)

TEACHER RETIREMENT SYSTEM OF TEXAS TRS Red River Street, Austin, Texas Rev Telephone (512) or TRST(8778)

Montgomery County Employees Retirement System (MCERS) Direct Rollover/Distribution Election Form

Loan Application Form

Selection of Partial Lump Sum Distribution

Eagle Systems, Inc. Tax Deferred Savings Plan & Trust (EAG) DISTRIBUTION REQUEST FORM

MAKE NO ALTERATIONS TO THIS FORM.

PENSION PLAN GUIDE GOVERNING PENSION LAW

Denver Tax Group, LLC CHADWICK ELLIOTT 1888 Sherman Street SUITE 650 DENVER, CO (0) Organizer Mailing Slip

DISTRIBUTION/DIRECT ROLLOVER REQUEST - 401(k) Plan Refer to the Participant Distribution Guide while completing this form. Use blue or black ink only.

6) Any other form acceptable to the appropriate GAIG company.

REQUEST FOR DISBURSEMENT Form - Tax-Sheltered Annuities 403(b)

Preparing for Retirement

How To Defer Federal Income Tax On Your Retirement Savings In The Cahill Pipe Trades Local No. 777 Annuity Fund

PLUMBERS & PIPEFITTERS LOCAL 9 SURETY FUND PO BOX 1028 TRENTON NJ Application For Financial Hardship Distribution (Please Print or Type)

Applying for Retirement Benefits

FMPTF 401(a) Defined Contribution and 457(b) Deferred Compensation BENEFICIARY DISTRIBUTION REQUEST

ATTENTION: NEW NC-4 WITHHOLDING FORMS ENCLOSED

Eagle Systems, Inc. Tax Deferred Savings Plan & Trust (EAG) FINANCIAL HARDSHIP REQUEST FORM

MUNICIPAL FIRE & POLICE RETIREMENT SYSTEM OF IOWA

MONTGOMERY COUNTY RETIREMENT SAVINGS PLAN (RSP) Plan #65674 Direct Rollover/Distribution Election Form

Planning Your Service Retirement

Plan Administration Guide

Delaware Public Employees Retirement System State Employees Pension Plan. Retirement Planning. Presented by the State of Delaware Office of Pensions

PARTICIPANT DISTRIBUTION FORM Please read the Frequently Asked Questions (FAQ) attached to this form. Submit the completed form to the Plan Sponsor.

Distribution Options. For Defined Contribution and 403(b) Plans Without Life Annuities

IRA Transfer and Direct Rollover Form Effective July 2015

Small Amounts Benefit Election

Transcription:

Application for Service Retirement Soc. Sec. No. 555-55-5555 Retirement Number Appointed Assigned Dist. No. To the Board of Trustees: In accordance with the provisions of the Ordinance governing the operation of the Firemen's Retirement System of St. Louis, I, the undersigned JOHN DOE, a member of the System, do hereby make application for the Service Retirement as follows: (1) Retirement 20 years or more of service but less than 30 years of service under age 60. (2) Retirement 30 years or more of service under age 60. (MAXIMUM BENEFIT 30 YEARS OF SERVICE). (3) Compulsory retirement at age 60 with 30 years of service. The last day for which I have received or will receive compensation from the Fire Department of the City of St. Louis is Month Day Year Service Retirement Allowance becomes effective on The above statements are true and to the best of my knowledge and belief. Dated at This Day of 20 (Witness) Wife's Name Wife's Birthday Date of Marriage (Member's Signature) (Number and Street) (City, State and Zip Code) Phone

FIREMEN'S RETIREMENT SYSTEM - SERVICE RETIREMENT DATA SSN# 555-55-5555 NAME: JOHN DOE RANK: FF DROP: / / ADDRESS: 100 South North Street, St. Louis, MO 55555 PRE-DROP YEARS OF SERVICE: YEARS: 27 MONTHS: 5 DAYS: 17 POST-DROP YEARS OF SERVICE: YEARS: 0 MONTHS: 0 DAYS: 0 SICK LEAVE: YEARS: 0 MONTHS: 0 DAYS: 0 TOTA L YEARS OF SERVICE: YEARS: 27 MONTHS: 5 DAYS: 17 DROP BENEFIT: $ 2,690.13 POST-DROP BENEFIT: 0.00 % OF 2 YEAR AVERAGE: $ 0.00 TOTAL DROP AND POST-DROP BENEFIT: $ 2,690.13 DISTRIBUTION FROM DROP PER MONTH: $ TOTAL: $ Each October you will receive a cost of living increase up to 2.25 % if the cost of living is that high. At age 60 you will receive a cost of living each year up to 5% until you reach a maximum of 25%. No future COL after 25%. C.O.L. Code: 2. PAYROLL DEDUCTION FEDERAL TAX: CLAIMING - 0 1 2 3 $ STATE TAX: CLAIMING - 0 1 2 3 $ MEDICAL INS: YES NO TYPE $ RETIRED ASSOC: YES NO $ LOCAL 73: YES NO DENTAL: $ F.I.R.E.: YES NO $ CRED. UN. (MONTHLY): YES NO ACCT# $ ELECTRONIC DEPOSIT: YES NO $ CHILD SUPPORT (QDRO): YES NO $ LUMP SUM REFUND APPROX. LUMP SUM REFUND: $ 125,455.00 TO MEMBER: YES NO ALL/PART $ TO CREDIT UNION: YES NO ALL/PART $ SICK LEAVE DISTRIBUTION SICK LEAVE BALANCE: $ TO DROP ACCOUNT YES NO ALL/PART $ Pension benefits are paid at the beginning of the month for that month. Checks are mailed the last working day of the previous month so you receive them on the 1 st day of the month. TOTAL - 1 ST CHECK DAYS IN $ ALL OF $ TOTAL - 1 ST CHECK $

LEN WIESEHAN Chairman VICKY GRASS Executive Director 1601 SOUTH BROADWAY ST. LOUIS, MO 63104 PHONE (314)588-2288 FAX (314)588-2289 FEDERAL WITHHOLDING TAX REQUIREMENT The tax laws of the Internal Revenue Service of the United States of America require that withholding Tax must be withheld from all taxable pensions; Service Retirement Benefits and Widows Benefits, unless the recipient exercises the option in writing not to have the deduction withheld. This form is required by law and failure to complete this form may impose penalties. NAME JOHN DOE SS# 555-55-5555 ADDRESS 100 South North Street CITY/STATE/ZIP St. Louis, MO 55555 I ELECT TO HAVE $ WITHHELD FROM MY PENSION I ELECT NOT TO HAVE INCOME TAX WITHHELD FROM MY PENSION SIGNATURE OF MEMBER

F.I.R.E.'S RETIREMENT SYSTEM WITHHOLDING AUTHORIZATION Name JOHN DOE Social Security # 555-55-5555 Address 100 South North Street, St. Louis, MO 55555 (Street) (City) (State) (Zip) I, hereby authorize the Retirement System to withhold per pay period from my earnings. To be paid to the Fire Fighters Institute for Racial Equality to become effective 20. This agreement shall be in effect until revoked by me in writing. Date Signature 80- NAME Doe, John ACCT. NO Last First Middle Soc Sec No: 555-55-5555 ST. LOUIS FIREFIGHTERS CREDIT UNION TO: CREDIT UNION TREASURER: I have this day authorized the Paymaster of the City of St. Louis to deduct the following from my pay each payroll period. START CHANGE $ Date Signature of Employee OFFICE USE ONLY! 01 SH 02 SH 401 Xmas 411 Vac 551 SD 591 SD 851 LN 811 Loan 821 Loan 881 Loan 901 Auto 902 Auto 903 Auto 971 Home EQ APPLICATION FOR MEMBERSHIP ST. LOUIS ASSOCIATION OF PROFESSIONAL FIREFIGHTERS NAME Doe, John ADDRESS 100 South North Street, St. Louis, MO 55555 BIRTH DATE 12/30/1950 TELEPHONE # DATE APPTD TO DEPT DATE RETIRED DATE JOINED ORG MEMBERSHIP # WIFE'S NAME

LEN WIESEHAN Chairman VICKY GRASS Executive Director 1601 SOUTH BROADWAY ST. LOUIS, MO 63104 PHONE (314)588-2288 FAX (314)588-2289 CHILD SUPPORT ORDERS I, JOHN DOE, do hereby agree by my signature below to allow The Firemen's Retirement System to continue to make the child support payments as per the Child Support Order issued by the City of St. Louis. I understand that these payments will be deducted from my monthly pension check. Signature Date