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Forms
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Trinity
Health 403(b) RSP
TT069026 |
Document |
Description |
| After-Tax Salary Reduction |
After-Tax
SalaryReductionAgreement |
After-tax SalaryReductionAgreement for the Trinity Health
403(b) Plan. |
| Beneficiary |
403(b)
Beneficiary Designation |
Use for Beneficiary Designations covering all Plans with an outstanding balance. To elect Beneficiary Designations by each individual Plan, please contact your local on-site Retirement Plan Specialist, or a call center representative at 800-394-5240 to obtain the appropriate Beneficiary Designation Form. |
| HomeLoan |
403(b)
HomeLoan |
Use for HomeLoans from the Trinity Health 403(b) Plan. |
| HardshipWithdrawal Request |
403(b)
HardshipWithdrawal |
Use for HardshipWithdrawals from the Trinity Health 403(b)
Plan. |
| In-Service Withdrawal |
403(b)
In-Service Withdrawal |
Use for In-Service Withdrawals from the Trinity Health
403(b) Plan, including after-tax distributions. |
| Distribution Request (Full) |
403(b)
Distribution Request |
Use for full
Distributions from the Trinity Health 403(b) Plan. |
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Trinity
Health 403(b) RSP
TT069066 |
Document |
Description |
| After-Tax Withdrawal |
After-Tax
In-Service Withdrawal |
Use for After Tax In-Service Withdrawals from the Trinity
Health After Tax 403(b) Plan.. |
| Beneficiary |
403(b) After-Tax Beneficiary Designation |
Use for Beneficiary Designations covering all Plans with an outstanding balance. To elect Beneficiary Designations by each individual Plan, please contact your local on-site Retirement Plan Specialist, or a call center representative at 800-394-5240 to obtain the appropriate Beneficiary Designation Form. |
| Distribution Request (Full) |
403(b)
Distribution Request |
Use for full Distributions
from the Trinity Health 403(b) Plan. |
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Trinity
Health 401(k) RSP
TT080181 |
Document |
Description |
| After-Tax Salary Reduction |
After-Tax
SalaryReductionAgreement |
After-tax SalaryReductionAgreement for the Trinity Health
401(k) Plan. Please return to your employer. |
| Beneficiary |
401(k)
Beneficiary Designation |
Use for Beneficiary Designations covering all Plans with an outstanding balance. To elect Beneficiary Designations by each individual Plan, please contact your local on-site Retirement Plan Specialist, or a call center representative at 800-394-5240 to obtain the appropriate Beneficiary Designation Form. |
| HomeLoan |
401(k)
HomeLoan |
Use for HomeLoans from the Trinity Health 401(k) Plan. |
| HardshipWithdrawal Request |
401(k)
HardshipWithdrawal |
Use for HardshipWithdrawals from the Trinity Health 401(k)
Plan. |
| In-Service Withdrawal |
401(k)
In-Service Withdrawal |
Use for In-Service Withdrawals from the Trinity Health
401(k) Plan, including after-tax distributions. |
| Transfer / Rollover Distribution |
401(k)
Transfer / Rollover Request |
Use to request a transfer or direct rollover. |
| Distribution Request (Full) |
401(k)
Distribution Request |
Use for Distributions
from the Trinity Health 401(k) Plan. |
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Trinity
Health
401(k) RSP
St. Joseph Ann Arbor (Frozen Plan)
TT080182 |
Document |
Description |
| Beneficiary |
401(k)
Beneficiary Designation |
Use for Beneficiary Designations covering all Plans with an outstanding balance. To elect Beneficiary Designations by each individual Plan, please contact your local on-site Retirement Plan Specialist, or a call center representative at 800-394-5240 to obtain the appropriate Beneficiary Designation Form. |
| HomeLoan |
401(k)
HomeLoan |
Use for HomeLoans from the (Trinity Health) Saint Joseph
Mercy Health System 401(k) Plan. |
| HardshipWithdrawal Request |
401(k)
HardshipWithdrawal |
Use for HardshipWithdrawals from the (Trinity Health)
Saint Joseph Mercy Health System 401(k) Plan. |
| In-Service Withdrawal |
401(k)
In-Service Withdrawal |
Use for In-Service Withdrawals from the (Trinity Health)
Saint Joseph Mercy Health System 401(k) Plan. |
| Transfer / Rollover Distribution |
401(k)
Transfer / Rollover Request |
Use to request a transfer or direct rollover. |
| Distribution Request (Full) |
401(k)
Distribution Request |
Use for full Distributions from the (Trinity Health) Saint Joseph Mercy Health
System 401(k) Plan. |
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Advantage
Health 401(k) RSP
TT080183 |
Document |
Description |
| Beneficiary |
401(k)
Beneficiary Designation |
Use for Beneficiary Designations for the
(Trinity Health) Advantage Health 401(k) Plan. |
| HomeLoan |
401(k)
HomeLoan |
Use for HomeLoans from the (Trinity Health)
Advantage Health 401(k) Plan. |
| HardshipWithdrawal Request |
401(k)
HardshipWithdrawal |
Use for HardshipWithdrawals from the (Trinity
Health) Advantage Health 401(k) Plan. |
| In-Service Withdrawal |
401(k)
In-Service Withdrawal |
Use for In-Service Withdrawals from the(Trinity
Health) Advantage Health 401(k) Plan. |
| Transfer / Rollover Distribution |
401(k)
Transfer / Rollover Request |
Use to request a transfer or direct rollover. |
| Distribution Request (Full) |
401(k)
Distribution Request |
Use for full
Distributions from the (Trinity Health) Advantage Health
401(k) Plan. |
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Trinity
Health 401(k)
TT080202 |
Document |
Description |
| After-Tax Distribution Request |
After
Tax Distribution Request |
Use for after-tax
distributions from the Trinity Health 401(k) Plan. |
| Beneficiary |
401(k) After-Tax Beneficiary Designation |
Use for Beneficiary Designations covering all Plans with an outstanding balance. To elect Beneficiary Designations by each individual Plan, please contact your local on-site Retirement Plan Specialist, or a call center representative at 800-394-5240 to obtain the appropriate Beneficiary Designation Form. |
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Trinity
Health 457 (b) Plan
TI097382 |
Document |
Description |
| Beneficiary |
457
(b) Beneficiary Designation |
Use for Beneficiary Designations covering all Plans with an outstanding balance. To elect Beneficiary Designations by each individual Plan, please contact your local on-site Retirement Plan Specialist, or a call center representative at 800-394-5240 to obtain the appropriate Beneficiary Designation Form. |
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Trinity
Health
Deferred Compensation
Plan for Taxable Entities
TQ097383 |
Document |
Description |
| Beneficiary |
Beneficiary
Designation |
Use for Beneficiary Designations covering all Plans with an outstanding balance. To elect Beneficiary Designations by each individual Plan, please contact your local on-site Retirement Plan Specialist, or a call center representative at 800-394-5240 to obtain the appropriate Beneficiary Designation Form." |
| HardshipWithdrawal Request |
Hardship Withdrawal |
Use for Hardship Withdrawals
from the Trinity Health Deferred Compensation Plan. |
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Trinity
Health
Participant Employment Transfer
TQ097383 |
Document |
Description |
| Transfer |
Employment
Transfer |
Use to request a transfer of participant records within
Trinity Health. |
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Trinity
Health
Investment Mix Worksheet
Trinity Health
Retirement Savings Plan |
Document |
Description |
| Investment Mix |
Investment
Mix Worksheet |
These sample investment
mixes are offered to help you create or fine-tune your
own investment strategy, based on your time horizon for
investing. |
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Trinity
Health
Expedited Funds Delivery Request
Trinity Health
Retirement Savings Plan |
Document |
Description |
Expedited Funds
Delivery Request |
Expedited
Funds Delivery Request Form |
Use this form to
request expedited delivery of your funds, regarding your
accompanying loan or distribution request. |
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