Form 14035 - Pilot Questionnaire For Governmental Plans Initiative Page 10
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24Pilot Questionnaire for Governmental Plans Initiative
19. If the term “year of service” is used by the Plan to determine a. eligibility; b. vesting; or c. benefit accruals or
allocations, describe how “year of service” is defined or determined for each of these categories.
a. Eligibility to participate
b. Vesting (if applicable)
c. Benefit accruals or allocations
20. Check any non-retirement type benefits authorized by the terms of the Plan (check all that apply):
Lump Sum Death Benefit
Long Term Disability
Retiree Health
Life Insurance
Other
(please specify below):
14035
Form
(Rev. 02-2009)
Catalog Number 52098A
Page 10
Department of the Treasury - Internal Revenue Service
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