Form 501 - Post-Distribution Certification For Standard Termination

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Post-Distribution Certification
Approved OMB 1212-0036
Expires 02/28/2017
Check here if you previously filed a Form 501 for this plan.
If checked, provide dates of filing(s):
Plan Name
9-digit employer identification number (EIN)
3-digit plan number (PN)
PBGC case number
8-digit Case #
Last distribution date in satisfaction of plan benefits (or deemed distribution date for plans
(MM/DD/YYYY)
with designated benefits for Missing Participants that will be paid to PBGC)
Date of receipt of IRS determination letter
(MM/DD/YYYY)
Were participants and beneficiaries provided with the name and address of
Yes
No
the insurer(s) no later than 45 days before the date of distribution? (See page 22 of
instructions.)
Yes
No
Were you able to locate all participants and beneficiaries? If “No,” see instructions.
Has a copy of the annuity contract, certificate, or written notice been provided to
each participant and beneficiary receiving benefits in the form of an irrevocable
Yes
No
N/A
commitment?
If “Yes” to 6a, enter the latest date the annuity contract, certificate, or written notice was
(MM/DD/YYYY)
provided to each participant and beneficiary receiving benefits:
If “No” or “N/A”, see instructions
Complete name of record of insurer(s) from whom annuity contracts, if any, have
Annuity Contract Number(s)
been purchased (Address should include room or suite no.)
Name and address of contact for location of plan records
Telephone number
(Address should include room or suite no.)
Summary of distribution of plan benefits
Type of Benefit
(1) # of Participants or Beneficiaries
(2) Total Value
Annuities
Lump sums (including direct transfers
and distributions to participants and
beneficiaries)
(1) Consensual
(2) Nonconsensual
(1) Designated benefits paid to PBGC
for Missing Participants
(2) Other amounts due to PBGC for
for Missing Participants
No Distribution
TOTAL (see instructions)
I, the Plan Administrator, certify that to the best of my knowledge and belief that (1) benefits payable with respect to participants have been calculated
and valued correctly in accordance with applicable provisions of ERISA and the regulations thereunder; (2) all plan benefits (through priority category
6 under ERISA Section 4044 and 29 CFR Part 4044) under the plan have been satisfied; (3) plan assets in excess of those needed to satisfy all
plan benefits (through priority category 6 under ERISA Section 4044 and 29 CFR Part 4044) have been or will be distributed in accordance with ap-
plicable provisions of ERISA and the regulations thereunder; and (4) the information contained in this filing is true, correct, and complete. I further
certify that I am aware that records supporting the calculation and valuation of benefits and assets must be kept at least six years after the date this
post-distribution certification is filed.
In executing this document, I certify that the foregoing is true and correct, and recognize that knowingly and willfully making false, fictitious,
or fraudulent statements to the PBGC is punishable under 18 U.S.C. §1001.
Telephone number
Plan Administrator’s company name and address (Address should include room or suite no.)
E-mail address (optional)
Plan Administrator’s signature
Printed name and title of Plan Administrator
Date

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