6. HOW DO I APPLY FOR A BENEFIT DISTRIBUTION FROM MY ACCOUNT?

When you become eligible under Plan rules (see When am I Eligible To Take Out My Qualified Savings? ), you may apply for a distribution from your Qualified Savings Account by submitting a completed Application for Benefit Distribution, with additional documentation if required, to the Fund office. 

·        You may contact the Fund office to have an Application packet mailed to you.  

·        You may come to the Fund office to get an Application packet.  The staff can assist you with the completion of your Application.   There are no fees for staff to notarize your documents.

·        You may download a fillable, printable PDF version of the Application for Benefits with Special Tax Notices regarding benefit distributions here or from the Qualified Savings Plan Webpage. 

·        You must submit an original, signed and notarized Application by mail or in person.  Applications submitted by fax or email cannot be used to process a benefit distribution. 

·        Note:  If you are married, your spouse’s notarized signature is also required on the Application.

·        Please review the Special Tax notices (see PDF versions at Application for Benefits) before applying for your Qualified Savings Plan benefit.

·        Contact the Fund office for further information about benefit distributions.