Laserfiche WebLink
Florida Municipal Pension Trust Fund <br /> 457(b) Deferred Compensation Plan <br /> 14 . 1 Direct Rollover <br /> Consistent with IRC § 401 ( a) ( 31 ) and IRC § 457 (d) ( 1 ) (C ) , for any Distribution paid after <br /> December 31 , 2001 that is an eligible rollover distribution, the Distributee may elect, at <br /> the time and in the manner prescribed by the Plan Sponsor, to instruct the Plan Sponsor <br /> (and the Issuer) to have any portion of an eligible rollover distribution (within the <br /> meaning of IRC § 402 ( 0 ( 2) (A)) paid directly to an eligible retirement plan (within the <br /> meaning of IRC § 402 ( c) ( 8 ) (B ) ) specified by the Distributee . <br /> 15 . Administration of Distribution provisions <br /> 15 . 1 Claim for Distribution <br /> Any Distribution shall be paid only upon a completed and properly executed written claun <br /> made in a form acceptable to the Plan Sponsor that states under penalties of perjury all facts <br /> and authorizations necessary or appropriate to the Distribution, including but not limited to : <br /> • if the Distribution is a Retirement Distribution , appropriate evidence that the <br /> Participant has a Severance ; <br /> • if the Distribution is a Transfer Distribution , the Distributee ' s instruction as to the name <br /> and address of the trustee of the transferee eligible deferred compensation plan together <br /> with any other information that the Plan Sponsor, Plan Administrator or Master Trustee <br /> or Issuer reasonably requests , <br /> • if the Distribution is a Death Distribution, appropriate evidence of the Participant ' s <br /> death ; <br /> • if the Distribution is a Hardship Distribution , an appropriate certificate or evidence of <br /> the facts constituting the Participant ' s unforeseeable emergency; <br /> • if the Participant has a designated Beneficiary, the date-of-birth of the Designated <br /> Beneficiary; <br /> • if the Distribution is in the form of an Annuity Payout Option , the date-of-birth of any <br /> annuitant designated under the Annuity Payout Option ; and <br /> • whenever required by the Plan Sponsor, the date- of-birth of any person as relevant to <br /> the Distribution; and <br /> • if the Account consists of more than one Investment, the order in which any Investments <br /> are to be charged or liquidated to pay the Distribution ; and <br /> Florida Municipal Pension Trust Fund <br /> Florida League of Cities, Inc . <br /> Page 40 <br /> 021/01 /2009 <br />