Appendix F, Schedule 8 Failure To Pay Required Minimum Distributions Timely Under 401(A)(9)

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APPENDIX F, SCHEDULE 8
Failure to Pay Required Minimum Distributions Timely under § 401(a)(9)
Plan Name: _________________________________ EIN: ________________ Plan #: _____
(Please include the plan name, EIN, and plan number information on each page of the submission.)
PART I. IDENTIFICATION OF FAILURE
Number of Affected
Total Amount of Missed Required
Calendar Years
Participants
Minimum Distributions
PART II. DESCRIPTION OF THE PROPOSED METHOD OF CORRECTION
Defined Contribution plan only - The plan will distribute the required minimum distributions to affected
participants. For each affected participant, the amount to be distributed for each year in which the failure
occurred will be determined by dividing the adjusted account balance on the applicable valuation date by
the applicable distribution period. For this purpose, adjusted account balance means the actual account
balance, determined in accordance with § 1.401(a)(9)-5 Q&A-3 of the Income Tax Regulations, reduced by
the amount of the total missed minimum distributions for prior years.
Defined Benefit plan only - The plan will distribute the required minimum distributions plus an interest
payment representing the loss of use of such amounts. The interest adjustment is determined as follows:
1

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