Online Annuity Form | Ironworkers Local 8

REASON FOR COMPLETING FORM

Plan Enrollment/Employer Change

Deferral Change

Ceasing Participation

PARTICIPANT INFORMATION

Employer

Participant's Name

Last 4-digits of SSN

Birthdate (MM/DD/YYYY)

Street Address

City

State

Zip

SALARY REDUCTION AGREEMENT

Contributions must be made in increments of $1.00/hour to a maximum of $6.00/hour.

I authorize my employer to withhold /hour of my compensation each pay period and deposit monthly into my Plan account as a pre tax 401(k) contribution.

I recognize that limitations under the Internal Revenue Code regulations for qualified plans may affect the amount of my deferral. Accordingly, I hereby agree that my deferral shall be the level specified, or such lesser amount which, as determined by the Board of Trustees, is the maximum deferral I can elect under the limitations set forth in the Plan.

INVESTMENT ELECTION

All future contributions will be invested consistent with my investment election submitted to the Plan for my Plan Account, including any future changes I make OR the Plan’s default rules if I have not made an election. To make a change in your investment election or to make an initial election, contact Milliman at (866) 767-1212.

I agree that I have received materials describing the Union Individual Account Retirement Fund. I hereby make the above election, which the Employer will implement as soon as administratively feasible.

Union Individual Account Retirement Fund

INITIAL ENROLLMENT/ELECTION FORM

REASON FOR COMPLETING FORM

PARTICIPANT INFORMATION

SALARY REDUCTION AGREEMENT

INVESTMENT ELECTION