Scarborough Alliance Corporation

June 18, 2013

HomePage Advantages of Being an IBEW Member About Scarborough Our Benefits to You Investment Options Retirement Illustration Plan Fund Performance Model Portfolio Performance About Our Fees How Scarborough Fees Compare Questions You Need To Ask Any Financial Advisor Enrolling in the Plan Library & Forms Investment Glossary Contact Scarborough Newsletters Sitemap Local Union Retirement Income Program Online Financial Courses		Library & Forms We've compiled for you a complete set of all the forms you'll need. FORMS (PDF) Adobe Acrobat Reader is required to read these pdf files. Get free Adobe Acrobat Reader. Loan Request Forms - Instructions on requesting loan paperwork IRA Rollover Enrollment Form - Use with IRA Rollover Form Enrollment Form Rollover Enrollment Form IRA Rollover Form Withdrawal Form for Active Employees Withdrawal Form for Retired Employees Hardship Withdrawal Form Minimum Distribution Election Form Beneficiary Designation/Change Form Automatic Monthly Distribution Form Automatic Monthly Change Form Investor Profile - Measuring Your Investment Risk Tolerance Tax Information Relating to Lump-Sum Distributions and Amounts Eligible for Rollover Notice of Change Wire Instruction/ACH Form WORKSHEETS (PDF) Worksheet A - Annual Retirement Expenses Worksheet B - Retirement Income Worksheet C - Sources of Retirement Income Worksheet D - Assets Available to Generate Income Worksheet E - Measuring Your Investment Risk Tolerance
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