Form Mp-100 - Missing Participants Program Plan Information For Pbgc-Insured Single-Employer Plans Page 3

ADVERTISEMENT

Schedule B
(Form MP-100)
Individual Information - Transfer to PBGC
Approved OMB 1212-####
Expires xx/xx/xxxx
This Schedule B is # _______ of __________ (insert total # of Schedules B included in this filing)
Part I — Identifying Information
1 Plan sponsor information
a Plan name_________________________________________________________________________________
b Employer identification number/plan number _ _ -_ _ _ _ _ _ _/_ _ _
c 8-digit PBGC Case # _ _ _ _ _ _ _ _
2 Missing distributee identifying information
a Missing distributee’s name (last, first, middle) ___________________________________________________
b Social Security Number _ _ _-_ _-_ _ _ _
c Date of birth _ _ /_ _/_ _ _ _
d Last-known address
(1) Street Address______________________________________________________________
(2) City_______________________________
(3) State _____
(4) Zip __________
e Other name(s) ever used (if known)___________________________________________________________
f Type of missing distributee
□ Participant
□ Beneficiary
(See instructions re: required attachment)
g Has the missing distributee received any benefit payments from this plan?
□ Yes □ No
(If “yes”, see instructions re: required attachment)
h If any portion of the benefit due is attributable to mandatory employee contributions,
enter the accumulated value of such contributions as of the Benefit Transfer Date
_______________
If this is an amended filing, enter the applicable code to indicate whether information for
i
this missing distributee has changed or is being reported for the first time
.
(see instructions)
______
Part II — Benefit-Related Transfer Amount
3 Benefit transfer amount
________________
4 Plan make-up amount, if applicable
________________
5 Total
________________
Part III — Missing Participant Benefit Information
Complete this item only if “Participant” was checked in item 2g and total amount in item 5 exceeds $5,000
6 Lump sum eligibility – Is this participant eligible to elect a lump sum?
□ Yes
□ No
7 Annuity information – Monthly straight life annuity to which participant is entitled assuming benefit
commencement begins at each of the ages below.
See instructions for information about which entries may be left blank.
55 _________
58 _________
61 _________
64 _________
67_________
70_________
56 _________
59 _________
62 _________
65 _________
68_________
71_________
57 _________
60 _________
63 _________
66 _________
69_________ RBD_________

ADVERTISEMENT

00 votes

Related Articles

Related forms

Related Categories

Parent category: Legal
Go
Page of 3