| A | B |
|---|
| Pension Estimate | Given to a plan participant to show the dollar amount a payee can expect to receive from their qualified defined benefit pension plan |
| Retirement Kit | Contains the forms and documentation necessary to commence payment of a pension benefit from one of the QPlans |
| Notary Public | Spousal signatures must be witnessed by a Company Representative or through this |
| 90 Day Rule | According to this, the estimate calculation and retirement forms necessary to commence a pension benefit cannot be provided to a participant more than 90 days from the retirement effective date |
| Deferred Annuity | When an employee whose status is active, leave of absence or layoff exits the Company but does not return the information within 90 days, they will be deemed to have elected this |
| Retiree Medical | This benefit is not available if the pension is not commenced at termination or at the Deferred Annuity retirement date |
| Stop Payment | Applies when a current CHECK is voided as non-negotiable and cannot be cashed |
| Federal Tax Withholding | Each monthly pension payment is set up with this unless the payee has, in writing, requested that no taxes be withheld |
| State Tax Withholding | This is required for those states listed and are set up per the guidelines for each state |
| Direct Deposit | This is used when a pension payee wants payment to be deposited to the bank or financial institution specified |
