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Explanation of Elevator Constructors Union Local 1
Annuity and 401(k) Fund – 401(k) Forms

 

Form Name
(Click Form Name For Link)

Use The Form To

Return Form To

ROLLOVER CONTRIBUTION

Roll over a contribution into the Local 1 401(k) Fund from another qualified pension plan.

ECU Local 1 Annuity and 401(k) Fund Office

SALARY DEFERRAL FORM

Authorize your employer to deduct before-tax deferrals to the Local 1 401(k) Fund or to change your deferral percent or dollar amount.

Your Employer

INVESTMENT ELECTION FORM

Choose how you want to invest your 401(k) money.

ECU Local 1 Annuity and 401(k) Fund Office

FINAL DISTRIBUTION REQUEST

 

 

Receive a distribution of your 401(k) account and tell the Fund what method of payment you want and taxes, if any, you want withheld from your distribution.  All employees must complete this form to receive a distribution.

Note:  You will be required to complete an additional distribution form if you choose the Ten-Annual Installment or Direct Rollover method of payment.  See below.

ECU Local 1 Annuity and 401(k) Fund Office

INSTALLMENT PAYMENT

If you elect to receive your 401(k) account in ten-annual installments, you must complete this form in addition to the Final Distribution Form.

ECU Local 1 Annuity and 401(k) Fund Office

DIRECT ROLLOVER

If you elect to roll over your Local 1 401(k) account to an IRA or another eligible employer plan, you must complete this form in addition to the Final Distribution Request.

ECU Local 1 Annuity and 401(k) Fund Office

DISTRIBUTION DUE TO DEATH - SPOUSE BENEFICIARY

Receive a distribution of your spouse’s 401(k) account, in the event of your spouse’s death.   (Note:  You will be required to complete an additional distribution form, if you choose the Ten-Annual Installment or Direct Rollover method of payment.) 

ECU Local 1 Annuity and 401(k) Fund Office

DISTRIBUTION DUE TO DEATH - NONSPOUSE BENEFICIARY

Receive a distribution of a deceased employee’s 401(k) account, if the employee was not married and had named you as beneficiary or if the employee was married and had filed with the Fund Office written spousal consent to name you as beneficiary.   (Note:  You will be required to complete an additional distribution form, if you choose the Ten-Annual Installment or Direct Rollover method of payment.)

ECU Local 1 Annuity and 401(k) Fund Office

DISTRIBUTION REQUEST DUE TO QDRO

Receive a distribution of a 401(k) account to which you are entitled by virtue of a Qualified Domestic Relations Order.  (Note:  You will be required to complete an additional distribution form, if you choose the Ten-Annual Installment or Direct Rollover method of payment)

ECU Local 1 Annuity and 401(k) Fund Office