Transamerica 401k distribution request form
[DOC File]SAMPLE: To Terminated Participant
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A trustee signature is necessary to release your funds. We must receive your completed Distribution Form no later than 30-days from the date of this letter. If we do not receive your completed distribution form within 30-days of the date of this letter, we will make a distribution of the value of your vested account balance payable directly to you.
[DOC File]Home | NYU School of Law
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TransAmerica owes 2/3rds of the Class A shares and almost all the Class B shares. Majority of Board is elected by TransAmerica, must of it is officers or agents of Transamerica. TransAmerica dominates Axton Fisher. Class A shares. Can be called at any time (have to sell share to company) for $60/share plus unpaid dividends
[DOCX File]SUMMARY PLAN DESCRIPTION
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Claim forms also known as “Distribution Request Forms”, are available online at www.TA-Retirement.com or from the Gevity 401(k) department. The claim should include proof of any applicable dates -- for example, your and your Designated Beneficiary's birthdates or your date of death.
[DOC File][Date]
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Distribution Information Package (distribution form and tax notice available at TA-Retirement.com) STEP 3. If, after 30 days, you have not received a response with specific distribution instructions from the terminated participants, then send an Automatic Rollover Request letter to Transamerica requesting the automatic rollover (see sample letter).
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