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| The SBERA Total Solution |
| A Life Stage Service Approach |
| 401(k)/Profit Sharing |
| 401(k) FAQ's |
| Defined Benefit Pension Plan |
| DB FAQ's |
| Other |
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| The following are to be MAILED DIRECTLY TO SBERA: | ||
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DB and 401(k) W-4 Change Form (DB W-04) (09-06) |
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Retirement Election Form (DB W-12) (07-15) |
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Application for Death Proceeds (DB W-14) (07-15) |
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Request for Deposit of Pension Payment (DB W-17) (08-06) |
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Withdrawal of Employer Provided Benefit Upon Termination of Employment (DB W-18) (07-15) |
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| SUBMIT the following TO HUMAN RESOURCES : | ||
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| Forms not properly completed, signed and submitted by Human Resources will be returned without processing. | ||
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Membership Application (DB W-02) (02-05) |
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DB Plan Application for Non-Responding Eligible Participants (DB W-02A) (09-03) |
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Notice of Disability (DB W-09) (09-03) |
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Notice of Termination of Service (DB W-10) (09-03) |
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Notice of Deferred Retirement (DB W-13) (09-04) |
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Years of Service Update (DB W-19) (09-03) |