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

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