Form 14035 - Pilot Questionnaire For Governmental Plans Initiative Page 13
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24Pilot Questionnaire for Governmental Plans Initiative
Questions 27 through 30 apply only to defined benefit (including hybrid) plans. If the Plan is a defined
contribution plan, skip to Question 31.
27. Describe the following benefits (if applicable) that are provided under the terms of the Plan:
a. Normal Retirement:
i. What is the basic benefit formula for a normal (unreduced) retirement (e.g., 2% of the highest
average salary for each year of service credit)?
ii. What are the conditions that must be met in order to receive such a benefit?
Age:
Years of Service:
Other (
please specify below):
b. Early Retirement:
i. What is the basic benefit formula used for early retirement (e.g., 1% of the highest average salary for
each year of service credit)?
ii.
What are the conditions that must be met in order to receive such a benefit?
Age:
Years of Service:
Other (
please specify below):
14035
Form
(Rev. 02-2009)
Catalog Number 52098A
Page 13
Department of the Treasury - Internal Revenue Service
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